Holistic Planning’s Broadcom AVGO Stock Holding History

Holistic Planning’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.41M	Buy
2025 Q2	$1.93M	Buy
2025 Q1	$1M	Buy
2024 Q4	$1.35M	Sell
2024 Q3	$1.01M	Buy
2024 Q2	$684K	Hold
2024 Q1	$684K	Sell
2023 Q4	$721K	Buy