Falcon Wealth 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 | $1.04M | Buy |
3,788
+534
| +16% | +$147K | 0.11% | 69 |
|
|
2025
Q1 | $545K | Buy |
3,254
+411
| +14% | +$68.8K | 0.06% | 97 |
|
|
2024
Q4 | $659K | Buy |
2,843
+11
| +0.4% | +$2.55K | 0.07% | 81 |
|
|
2024
Q3 | $489K | Buy |
2,832
+122
| +5% | +$21K | 0.06% | 89 |
|
|
2024
Q2 | $435K | Buy |
2,710
+210
| +8% | +$33.7K | 0.06% | 83 |
|
|
2024
Q1 | $331K | Buy |
2,500
+250
| +11% | +$33.1K | 0.05% | 105 |
|
|
2023
Q4 | $251K | Buy |
+2,250
| New | +$251K | 0.04% | 112 |
|