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
Q2
$49.9K Sell
2025
Q1
$75.3K Buy
2024
Q4
$39.5K Buy
2024
Q3
$17.3K Sell
2024
Q2
$136K Buy
2022
Q1
Sell
2021
Q4
$140K Hold
2021
Q3
$102K Hold
2021
Q2
$100K Buy