Pinnacle Wealth Planning Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $837K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $759K | Buy |
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|
2020
Q4 | $646K | Buy |
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|
2020
Q3 | $525K | Hold |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $281K | Buy |
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