CFFP
Center for Financial Planning’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
9,562
+477
| +5% | +$131K | 0.3% | 26 |
|
|
2025
Q1 | $1.52M | Buy |
9,085
+502
| +6% | +$84.1K | 0.19% | 47 |
|
|
2024
Q4 | $1.99M | Buy |
8,583
+84
| +1% | +$19.5K | 0.27% | 33 |
|
|
2024
Q3 | $1.47M | Buy |
8,499
+7,619
| +866% | +$1.31M | 0.2% | 45 |
|
|
2024
Q2 | $1.41M | Sell |
880
-149
| -14% | -$239K | 0.2% | 46 |
|
|
2024
Q1 | $1.36M | Buy |
1,029
+18
| +2% | +$23.9K | 0.2% | 46 |
|
|
2023
Q4 | $1.13M | Sell |
1,011
-43
| -4% | -$48K | 0.21% | 49 |
|
|
2023
Q3 | $875K | Sell |
1,054
-2
| -0.2% | -$1.66K | 0.19% | 49 |
|
|
2023
Q2 | $916K | Buy |
1,056
+31
| +3% | +$26.9K | 0.19% | 53 |
|
|
2023
Q1 | $658K | Buy |
1,025
+10
| +1% | +$6.42K | 0.15% | 63 |
|
|
2022
Q4 | $568K | Sell |
1,015
-502
| -33% | -$281K | 0.14% | 69 |
|
|
2022
Q3 | $674K | Buy |
1,517
+24
| +2% | +$10.7K | 0.18% | 61 |
|
|
2022
Q2 | $725K | Buy |
1,493
+69
| +5% | +$33.5K | 0.18% | 61 |
|
|
2022
Q1 | $897K | Buy |
1,424
+692
| +95% | +$436K | 0.18% | 61 |
|
|
2021
Q4 | $487K | Buy |
732
+32
| +5% | +$21.3K | 0.1% | 84 |
|
|
2021
Q3 | $339K | Buy |
700
+5
| +0.7% | +$2.42K | 0.08% | 94 |
|
|
2021
Q2 | $331K | Sell |
695
-3
| -0.4% | -$1.43K | 0.08% | 98 |
|
|
2021
Q1 | $324K | Hold |
698
| – | – | 0.08% | 96 |
|
|
2020
Q4 | $306K | Buy |
698
+12
| +2% | +$5.26K | 0.09% | 93 |
|
|
2020
Q3 | $250K | Buy |
686
+2
| +0.3% | +$729 | 0.08% | 99 |
|
|
2020
Q2 | $216K | Buy |
684
+510
| +293% | +$161K | 0.08% | 105 |
|
|
2020
Q1 | $41K | Buy |
174
+7
| +4% | +$1.65K | 0.01% | 183 |
|
|
2019
Q4 | $53K | Buy |
+167
| New | +$53K | 0.01% | 180 |
|