DFP
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Defined Financial Planning’s Broadcom AVGO Stock Holding History

Defined Financial Planning’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$977K Sell
3,478
-173
-5% -$48.6K 0.87% 24
2025
Q1 		$615K Buy
3,651
+991
+37% +$167K 0.62% 29
2024
Q4 		$617K Buy
+2,660
New +$617K 0.66% 28