Plan Group Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
11,965
+1,169
| +11% | +$322K | 1.08% | 29 |
|
|
2025
Q1 | $1.81M | Buy |
10,796
+3,655
| +51% | +$612K | 0.65% | 37 |
|
|
2024
Q4 | $1.66M | Buy |
7,141
+542
| +8% | +$126K | 0.87% | 22 |
|
|
2024
Q3 | $1.14M | Buy |
6,599
+509
| +8% | +$87.8K | 0.6% | 34 |
|
|
2024
Q2 | $979K | Buy |
6,090
+2,210
| +57% | +$355K | 0.6% | 36 |
|
|
2024
Q1 | $514K | Buy |
3,880
+1,100
| +40% | +$146K | 0.34% | 48 |
|
|
2023
Q4 | $310K | Buy |
2,780
+280
| +11% | +$31.2K | 0.27% | 51 |
|
|
2023
Q3 | $208K | Sell |
2,500
-90
| -3% | -$7.48K | 0.15% | 66 |
|
|
2023
Q2 | $229K | Buy |
+2,590
| New | +$229K | 0.19% | 61 |
|