Phillips Wealth Planners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,581
-670
| -8% | -$182K | 1.87% | 4 |
|
|
2025
Q1 | $1.5M | Sell |
8,251
-918
| -10% | -$167K | 1.59% | 7 |
|
|
2024
Q4 | $2.06M | Sell |
9,169
-2,335
| -20% | -$524K | 2.05% | 4 |
|
|
2024
Q3 | $2.03M | Buy |
11,504
+374
| +3% | +$66.1K | 1.95% | 3 |
|
|
2024
Q2 | $1.94M | Sell |
11,130
-3,010
| -21% | -$525K | 2.05% | 3 |
|
|
2024
Q1 | $1.88M | Sell |
14,140
-3,030
| -18% | -$403K | 2.16% | 3 |
|
|
2023
Q4 | $1.96M | Buy |
17,170
+720
| +4% | +$82.4K | 2.37% | 4 |
|
|
2023
Q3 | $1.43M | Sell |
16,450
-880
| -5% | -$76.4K | 1.93% | 4 |
|
|
2023
Q2 | $1.5M | Sell |
17,330
-8,420
| -33% | -$730K | 1.97% | 3 |
|
|
2023
Q1 | $1.64M | Sell |
25,750
-260
| -1% | -$16.6K | 2.17% | 3 |
|
|
2022
Q4 | $1.56M | Buy |
+26,010
| New | +$1.56M | 2.73% | 3 |
|