PDS 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
Q3
$9.03M Sell
2025
Q2
$7.63M Buy
2025
Q1
$4.43M Buy
2024
Q4
$5.67M Buy
2024
Q3
$3.65M Buy
2024
Q2
$3.19M Buy
2024
Q1
$2.57M Sell
2023
Q4
$2.2M Buy
2023
Q3
$1.34M Buy
2023
Q2
$1.37M Buy
2023
Q1
$815K Buy
2022
Q4
$356K Sell
2022
Q3
$336K Buy
2022
Q2
$342K Buy
2022
Q1
$421K Buy
2021
Q4
$419K Buy
2021
Q3
$293K Buy
2021
Q2
$252K Buy
2021
Q1
$205K Buy