Fiduciary Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.68M | Sell |
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|
2025
Q2 | $3.14M | Sell |
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|
2025
Q1 | $2.15M | Buy |
|
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.2M | Buy |
|
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $1.7M | Sell |
|
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $905K | Buy |
|