Center for Financial Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $658K | Buy |
|
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $725K | Buy |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $53K | Buy |
|