Strategic Planning Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
27,744
+5,121
| +23% | +$1.41M | 1.24% | 24 |
|
|
2025
Q1 | $3.79M | Sell |
22,623
-3,609
| -14% | -$604K | 0.74% | 56 |
|
|
2024
Q4 | $6.08M | Buy |
26,232
+442
| +2% | +$102K | 1.12% | 27 |
|
|
2024
Q3 | $4.45M | Buy |
25,790
+1,130
| +5% | +$195K | 0.88% | 36 |
|
|
2024
Q2 | $3.96M | Buy |
24,660
+1,180
| +5% | +$190K | 0.87% | 31 |
|
|
2024
Q1 | $3.11M | Buy |
23,480
+970
| +4% | +$129K | 0.78% | 32 |
|
|
2023
Q4 | $2.51M | Buy |
+22,510
| New | +$2.51M | 0.83% | 31 |
|