Comprehensive Financial Planning’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
1,634
+587
+56% +$162K 0.35% 67
2025
Q1
$175K Sell
1,047
-2,258
-68% -$378K 0.17% 84
2024
Q4
$766K Buy
+3,305
New +$766K 0.65% 35