Cornerstone Planning Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $648K | Buy |
2,212
+23
| +1% | +$6.74K | 0.13% | 42 |
|
2025
Q1 | $387K | Buy |
2,189
+996
| +83% | +$176K | 0.09% | 54 |
|
2024
Q4 | $241K | Buy |
1,193
+160
| +15% | +$32.3K | 0.06% | 65 |
|
2024
Q3 | $185K | Sell |
1,033
-9,367
| -90% | -$1.68M | 0.05% | 74 |
|
2024
Q2 | $148K | Buy |
10,400
+9,450
| +995% | +$134K | 0.04% | 99 |
|
2024
Q1 | $121K | Sell |
950
-230
| -19% | -$29.2K | 0.04% | 107 |
|
2023
Q4 | $132K | Sell |
1,180
-750
| -39% | -$84K | 0.04% | 105 |
|
2023
Q3 | $161K | Buy |
1,930
+1,060
| +122% | +$88.2K | 0.06% | 85 |
|
2023
Q2 | $75.8K | Buy |
+870
| New | +$75.8K | 0.03% | 164 |
|
2022
Q4 | $63.8K | Buy |
+1,130
| New | +$63.8K | 0.03% | 225 |
|