LifePlan Investment Advisors’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$409K	Buy	1,484 +32	+2%	+$8.82K	0.2%	77
2025 Q1	$243K	Sell	1,452 -7	-0.5%	-$1.17K	0.14%	93
2024 Q4	$338K	Buy	1,459 +22	+2%	+$5.1K	0.21%	78
2024 Q3	$248K	Sell	1,437 -3	-0.2%	-$518	0.16%	79
2024 Q2	$231K	Buy	+1,440	New	+$231K	0.17%	78