Creative 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 | $298M | Buy |
1,081,125
+119,266
| +12% | +$32.9M | 0.25% | 46 |
|
|
2025
Q1 | $161M | Buy |
961,859
+115,615
| +14% | +$19.4M | 0.15% | 71 |
|
|
2024
Q4 | $196M | Buy |
846,244
+66,922
| +9% | +$15.5M | 0.19% | 59 |
|
|
2024
Q3 | $133M | Sell |
779,322
-1,838
| -0.2% | -$315K | 0.13% | 75 |
|
|
2024
Q2 | $125M | Buy |
781,160
+47,350
| +6% | +$7.6M | 0.13% | 73 |
|
|
2024
Q1 | $97.3M | Buy |
733,810
+53,350
| +8% | +$7.07M | 0.11% | 86 |
|
|
2023
Q4 | $76M | Sell |
680,460
-35,950
| -5% | -$4.01M | 0.14% | 95 |
|
|
2023
Q3 | $59.5M | Buy |
716,410
+153,890
| +27% | +$12.8M | 0.08% | 109 |
|
|
2023
Q2 | $48.8M | Buy |
562,520
+21,540
| +4% | +$1.87M | 0.07% | 118 |
|
|
2023
Q1 | $34.7M | Buy |
540,980
+21,460
| +4% | +$1.38M | 0.05% | 147 |
|
|
2022
Q4 | $29M | Buy |
519,520
+27,090
| +6% | +$1.51M | 0.04% | 166 |
|
|
2022
Q3 | $21.9M | Sell |
492,430
-25,850
| -5% | -$1.15M | 0.04% | 176 |
|
|
2022
Q2 | $25.2M | Sell |
518,280
-36,980
| -7% | -$1.8M | 0.04% | 171 |
|
|
2022
Q1 | $35M | Buy |
555,260
+107,300
| +24% | +$6.76M | 0.05% | 138 |
|
|
2021
Q4 | $29.8M | Buy |
447,960
+11,240
| +3% | +$748K | 0.05% | 140 |
|
|
2021
Q3 | $21.2M | Buy |
436,720
+10,350
| +2% | +$502K | 0.04% | 172 |
|
|
2021
Q2 | $20.3M | Sell |
426,370
-35,190
| -8% | -$1.68M | 0.04% | 173 |
|
|
2021
Q1 | $21.4M | Buy |
461,560
+16,250
| +4% | +$753K | 0.04% | 164 |
|
|
2020
Q4 | $19.5M | Buy |
445,310
+75,660
| +20% | +$3.31M | 0.04% | 164 |
|
|
2020
Q3 | $13.5M | Buy |
369,650
+11,320
| +3% | +$412K | 0.04% | 173 |
|
|
2020
Q2 | $11.3M | Sell |
358,330
-64,290
| -15% | -$2.03M | 0.03% | 176 |
|
|
2020
Q1 | $10M | Sell |
422,620
-5,560
| -1% | -$132K | 0.04% | 170 |
|
|
2019
Q4 | $13.5M | Sell |
428,180
-6,250
| -1% | -$198K | 0.04% | 155 |
|
|
2019
Q3 | $12M | Sell |
434,430
-11,480
| -3% | -$317K | 0.04% | 158 |
|
|
2019
Q2 | $12.8M | Buy |
445,910
+96,110
| +27% | +$2.77M | 0.04% | 149 |
|
|
2019
Q1 | $10.5M | Buy |
349,800
+133,960
| +62% | +$4.03M | 0.04% | 158 |
|
|
2018
Q4 | $5.49M | Sell |
215,840
-424,770
| -66% | -$10.8M | 0.02% | 229 |
|
|
2018
Q3 | $15.8M | Sell |
640,610
-36,500
| -5% | -$901K | 0.06% | 125 |
|
|
2018
Q2 | $16.4M | Sell |
677,110
-52,030
| -7% | -$1.26M | 0.06% | 109 |
|
|
2018
Q1 | $17.2M | Buy |
729,140
+131,750
| +22% | +$3.1M | 0.07% | 100 |
|
|
2017
Q4 | $15.3M | Sell |
597,390
-33,590
| -5% | -$863K | 0.07% | 112 |
|
|
2017
Q3 | $15.3M | Buy |
630,980
+69,360
| +12% | +$1.68M | 0.07% | 111 |
|
|
2017
Q2 | $13.1M | Buy |
561,620
+79,960
| +17% | +$1.86M | 0.07% | 114 |
|
|
2017
Q1 | $10.5M | Sell |
481,660
-7,540
| -2% | -$165K | 0.06% | 126 |
|
|
2016
Q4 | $8.65M | Buy |
489,200
+318,890
| +187% | +$5.64M | 0.05% | 143 |
|
|
2016
Q3 | $2.94M | Sell |
170,310
-30,970
| -15% | -$534K | 0.02% | 295 |
|
|
2016
Q2 | $3.13M | Buy |
201,280
+13,090
| +7% | +$203K | 0.02% | 247 |
|
|
2016
Q1 | $2.91M | Buy |
188,190
+40,290
| +27% | +$623K | 0.02% | 243 |
|
|
2015
Q4 | $2.15M | Sell |
147,900
-18,330
| -11% | -$266K | 0.02% | 294 |
|
|
2015
Q3 | $2.08M | Sell |
166,230
-43,270
| -21% | -$541K | 0.02% | 290 |
|
|
2015
Q2 | $2.79M | Buy |
209,500
+1,520
| +0.7% | +$20.2K | 0.03% | 231 |
|
|
2015
Q1 | $2.64M | Sell |
207,980
-620
| -0.3% | -$7.87K | 0.02% | 232 |
|
|
2014
Q4 | $2.1M | Buy |
208,600
+14,440
| +7% | +$145K | 0.02% | 262 |
|
|
2014
Q3 | $1.69M | Sell |
194,160
-10,530
| -5% | -$91.6K | 0.02% | 275 |
|
|
2014
Q2 | $1.48M | Buy |
204,690
+132,160
| +182% | +$952K | 0.02% | 289 |
|
|
2014
Q1 | $467K | Buy |
72,530
+68,550
| +1,722% | +$441K | 0.01% | 645 |
|
|
2013
Q4 | $21K | Buy |
+3,980
| New | +$21K | ﹤0.01% | 2149 |
|