WealthPlan Investment 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 | $4.62M | Buy |
16,757
+3,702
| +28% | +$1.02M | 0.34% | 87 |
|
|
2025
Q1 | $2.19M | Buy |
13,055
+4,121
| +46% | +$690K | 0.22% | 94 |
|
|
2024
Q4 | $2.07M | Sell |
8,934
-7,356
| -45% | -$1.71M | 0.2% | 101 |
|
|
2024
Q3 | $2.81M | Buy |
+16,290
| New | +$2.81M | 0.28% | 88 |
|
|
2023
Q1 | – | Sell |
-4,810
| Closed | -$289K | – | 449 |
|
|
2022
Q4 | $289K | Sell |
4,810
-330
| -6% | -$19.8K | 0.02% | 319 |
|
|
2022
Q3 | $266K | Buy |
+5,140
| New | +$266K | 0.02% | 311 |
|
|
2022
Q1 | $289K | Buy |
+5,220
| New | +$289K | 0.02% | 322 |
|