Holistic 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 | $1.93M | Buy |
6,993
+1,012
| +17% | +$279K | 0.55% | 38 |
|
|
2025
Q1 | $1M | Buy |
5,981
+179
| +3% | +$30K | 0.34% | 58 |
|
|
2024
Q4 | $1.35M | Sell |
5,802
-79
| -1% | -$18.3K | 0.49% | 42 |
|
|
2024
Q3 | $1.01M | Buy |
5,881
+721
| +14% | +$124K | 0.43% | 51 |
|
|
2024
Q2 | $684K | Hold |
5,160
| – | – | 0.53% | 55 |
|
|
2024
Q1 | $684K | Sell |
5,160
-1,300
| -20% | -$172K | 0.52% | 55 |
|
|
2023
Q4 | $721K | Buy |
+6,460
| New | +$721K | 0.61% | 44 |
|