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