Walled Lake Planning & Wealth Management’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 | $1.01M | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $300K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $14K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $6K | Buy |
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