CPC
Consolidated Planning Corp’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
69,333
-2,920
| -4% | -$805K | 2.4% | 8 |
|
|
2025
Q1 | $12.1M | Sell |
72,253
-11,511
| -14% | -$1.93M | 1.67% | 12 |
|
|
2024
Q4 | $19.4M | Buy |
83,764
+7,425
| +10% | +$1.72M | 2.64% | 8 |
|
|
2024
Q3 | $13.2M | Buy |
76,339
+68,912
| +928% | +$11.9M | 1.96% | 12 |
|
|
2024
Q2 | $11.9M | Buy |
7,427
+404
| +6% | +$649K | 1.97% | 11 |
|
|
2024
Q1 | $9.31M | Sell |
7,023
-422
| -6% | -$559K | 1.59% | 15 |
|
|
2023
Q4 | $8.31M | Buy |
7,445
+54
| +0.7% | +$60.3K | 1.55% | 15 |
|
|
2023
Q3 | $6.14M | Sell |
7,391
-15
| -0.2% | -$12.5K | 1.36% | 20 |
|
|
2023
Q2 | $6.42M | Buy |
7,406
+44
| +0.6% | +$38.2K | 1.35% | 19 |
|
|
2023
Q1 | $4.72M | Sell |
7,362
-470
| -6% | -$302K | 1.22% | 20 |
|
|
2022
Q4 | $4.38M | Sell |
7,832
-2,408
| -24% | -$1.35M | 1.21% | 22 |
|
|
2022
Q3 | $4.55M | Buy |
10,240
+236
| +2% | +$105K | 1.42% | 19 |
|
|
2022
Q2 | $4.86M | Buy |
10,004
+9,126
| +1,039% | +$4.43M | 1.52% | 16 |
|
|
2022
Q1 | $553K | Sell |
878
-11
| -1% | -$6.93K | 0.38% | 28 |
|
|
2021
Q4 | $592K | Hold |
889
| – | – | 0.38% | 29 |
|
|
2021
Q3 | $431K | Buy |
889
+9
| +1% | +$4.36K | 0.28% | 32 |
|
|
2021
Q2 | $419K | Sell |
880
-9
| -1% | -$4.29K | 0.31% | 33 |
|
|
2021
Q1 | $412K | Hold |
889
| – | – | 0.26% | 32 |
|
|
2020
Q4 | $389K | Buy |
889
+11
| +1% | +$4.81K | 0.25% | 33 |
|
|
2020
Q3 | $319K | Buy |
878
+10
| +1% | +$3.63K | 0.24% | 32 |
|
|
2020
Q2 | $273K | Hold |
868
| – | – | 0.27% | 29 |
|
|
2020
Q1 | $206K | Hold |
868
| – | – | 0.26% | 36 |
|
|
2019
Q4 | $274K | Buy |
+868
| New | +$274K | 0.27% | 32 |
|