Keener Financial 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 | $245K | Hold |
890
| – | – | 0.12% | 43 |
|
|
2025
Q1 | $149K | Buy |
890
+230
| +35% | +$38.5K | 0.1% | 51 |
|
|
2024
Q4 | $153K | Hold |
660
| – | – | 0.09% | 55 |
|
|
2024
Q3 | $113K | Hold |
660
| – | – | 0.07% | 56 |
|
|
2024
Q2 | $105K | Hold |
660
| – | – | 0.07% | 59 |
|
|
2024
Q1 | $88K | Sell |
660
-660
| -50% | -$88K | 0.06% | 68 |
|
|
2023
Q4 | $147K | Buy |
+1,320
| New | +$147K | 0.11% | 53 |
|