PWPS
Pinnacle Wealth Planning Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
19,716
+2,833
| +17% | +$781K | 0.71% | 20 |
|
|
2025
Q1 | $2.83M | Buy |
16,883
+1,163
| +7% | +$195K | 0.42% | 32 |
|
|
2024
Q4 | $3.64M | Sell |
15,720
-7,520
| -32% | -$1.74M | 0.55% | 30 |
|
|
2024
Q3 | $4.01M | Buy |
23,240
+21,011
| +943% | +$3.62M | 0.54% | 26 |
|
|
2024
Q2 | $3.58M | Buy |
2,229
+144
| +7% | +$231K | 0.51% | 30 |
|
|
2024
Q1 | $2.76M | Buy |
2,085
+251
| +14% | +$333K | 0.4% | 41 |
|
|
2023
Q4 | $2.05M | Sell |
1,834
-21
| -1% | -$23.4K | 0.32% | 50 |
|
|
2023
Q3 | $1.54M | Buy |
1,855
+147
| +9% | +$122K | 0.25% | 55 |
|
|
2023
Q2 | $1.48M | Sell |
1,708
-55
| -3% | -$47.7K | 0.24% | 61 |
|
|
2023
Q1 | $1.13M | Sell |
1,763
-28
| -2% | -$18K | 0.19% | 83 |
|
|
2022
Q4 | $1M | Sell |
1,791
-515
| -22% | -$288K | 0.18% | 81 |
|
|
2022
Q3 | $1.02M | Buy |
2,306
+584
| +34% | +$259K | 0.19% | 78 |
|
|
2022
Q2 | $837K | Sell |
1,722
-253
| -13% | -$123K | 0.15% | 100 |
|
|
2022
Q1 | $1.24M | Buy |
1,975
+256
| +15% | +$161K | 0.23% | 73 |
|
|
2021
Q4 | $1.14M | Buy |
1,719
+53
| +3% | +$35.3K | 0.22% | 76 |
|
|
2021
Q3 | $808K | Buy |
1,666
+19
| +1% | +$9.22K | 0.18% | 87 |
|
|
2021
Q2 | $786K | Buy |
1,647
+11
| +0.7% | +$5.25K | 0.18% | 86 |
|
|
2021
Q1 | $759K | Buy |
1,636
+162
| +11% | +$75.2K | 0.19% | 86 |
|
|
2020
Q4 | $646K | Buy |
1,474
+35
| +2% | +$15.3K | 0.15% | 92 |
|
|
2020
Q3 | $525K | Hold |
1,439
| – | – | 0.17% | 91 |
|
|
2020
Q2 | $454K | Buy |
1,439
+553
| +62% | +$174K | 0.15% | 115 |
|
|
2020
Q1 | $209K | Sell |
886
-577
| -39% | -$136K | 0.1% | 182 |
|
|
2019
Q4 | $462K | Buy |
1,463
+443
| +43% | +$140K | 0.22% | 95 |
|
|
2019
Q3 | $281K | Buy |
+1,020
| New | +$281K | 0.15% | 129 |
|