Partners in 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
$402K Hold
1,457
0.07% 81
2025
Q1
$244K Hold
1,457
0.05% 92
2024
Q4
$338K Buy
1,457
+257
+21% +$59.6K 0.07% 80
2024
Q3
$207K Buy
+1,200
New +$207K 0.04% 106