PP
PDS Planning’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Buy |
27,680
+1,220
| +5% | +$336K | 0.57% | 33 |
|
|
2025
Q1 | $4.43M | Buy |
26,460
+2,002
| +8% | +$335K | 0.37% | 45 |
|
|
2024
Q4 | $5.67M | Buy |
24,458
+3,276
| +15% | +$760K | 0.5% | 37 |
|
|
2024
Q3 | $3.65M | Buy |
21,182
+19,195
| +966% | +$3.31M | 0.33% | 45 |
|
|
2024
Q2 | $3.19M | Buy |
1,987
+45
| +2% | +$72.2K | 0.32% | 44 |
|
|
2024
Q1 | $2.57M | Sell |
1,942
-27
| -1% | -$35.8K | 0.27% | 46 |
|
|
2023
Q4 | $2.2M | Buy |
1,969
+351
| +22% | +$392K | 0.25% | 51 |
|
|
2023
Q3 | $1.34M | Buy |
1,618
+40
| +3% | +$33.2K | 0.17% | 66 |
|
|
2023
Q2 | $1.37M | Buy |
1,578
+307
| +24% | +$266K | 0.18% | 65 |
|
|
2023
Q1 | $815K | Buy |
1,271
+635
| +100% | +$407K | 0.11% | 81 |
|
|
2022
Q4 | $356K | Sell |
636
-120
| -16% | -$67.1K | 0.06% | 131 |
|
|
2022
Q3 | $336K | Buy |
756
+51
| +7% | +$22.7K | 0.06% | 121 |
|
|
2022
Q2 | $342K | Buy |
705
+37
| +6% | +$17.9K | 0.06% | 123 |
|
|
2022
Q1 | $421K | Buy |
668
+39
| +6% | +$24.6K | 0.07% | 111 |
|
|
2021
Q4 | $419K | Buy |
629
+24
| +4% | +$16K | 0.08% | 103 |
|
|
2021
Q3 | $293K | Buy |
605
+76
| +14% | +$36.8K | 0.07% | 131 |
|
|
2021
Q2 | $252K | Buy |
529
+86
| +19% | +$41K | 0.06% | 147 |
|
|
2021
Q1 | $205K | Buy |
+443
| New | +$205K | 0.06% | 157 |
|