Spartan Planning & Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
8,835
+2,913
| +49% | +$803K | 2.09% | 14 |
|
|
2025
Q1 | $992K | Sell |
5,922
-1,532
| -21% | -$257K | 0.96% | 26 |
|
|
2024
Q4 | $1.73M | Buy |
+7,454
| New | +$1.73M | 1.58% | 18 |
|
|
2023
Q4 | $622K | Buy |
5,570
+3,970
| +248% | +$443K | 0.66% | 27 |
|
|
2023
Q3 | $133K | Buy |
+1,600
| New | +$133K | 0.16% | 71 |
|
|
2022
Q4 | $106K | Buy |
+1,890
| New | +$106K | 0.13% | 82 |
|
|
2022
Q2 | – | Sell |
-1,610
| Closed | -$101K | – | 94 |
|
|
2022
Q1 | $101K | Buy |
+1,610
| New | +$101K | 0.13% | 67 |
|