Mark Sheptoff Financial 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
Q4 | $92.1K | Buy |
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|
2025
Q3 | $59.7K | Hold |
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|
2025
Q2 | $49.9K | Sell |
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|
2025
Q1 | $75.3K | Buy |
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|
2024
Q4 | $39.5K | Buy |
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|
2024
Q3 | $17.3K | Sell |
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|
2024
Q2 | $136K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $100K | Buy |
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