FP
Fiduciary Planning’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
11,390
-1,421
| -11% | -$392K | 1.04% | 21 |
|
|
2025
Q1 | $2.15M | Buy |
12,811
+40
| +0.3% | +$6.7K | 0.71% | 24 |
|
|
2024
Q4 | $2.96M | Sell |
12,771
-5
| -0% | -$1.16K | 0.96% | 20 |
|
|
2024
Q3 | $2.2M | Buy |
12,776
+11,507
| +907% | +$1.98M | 0.75% | 23 |
|
|
2024
Q2 | $2.04M | Sell |
1,269
-14
| -1% | -$22.5K | 0.73% | 23 |
|
|
2024
Q1 | $1.7M | Sell |
1,283
-5
| -0.4% | -$6.63K | 0.64% | 21 |
|
|
2023
Q4 | $1.44M | Sell |
1,288
-41
| -3% | -$45.8K | 0.61% | 19 |
|
|
2023
Q3 | $1.1M | Sell |
1,329
-250
| -16% | -$208K | 0.52% | 30 |
|
|
2023
Q2 | $1.37M | Buy |
1,579
+169
| +12% | +$147K | 0.63% | 19 |
|
|
2023
Q1 | $905K | Buy |
+1,410
| New | +$905K | 0.43% | 29 |
|