WealthPLAN Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
7,329
+1,526
| +26% | +$421K | 0.33% | 95 |
|
|
2025
Q1 | $972K | Buy |
5,803
+132
| +2% | +$22.1K | 0.14% | 129 |
|
|
2024
Q4 | $1.31M | Buy |
5,671
+649
| +13% | +$150K | 0.19% | 112 |
|
|
2024
Q3 | $866K | Sell |
5,022
-8,488
| -63% | -$1.46M | 0.12% | 133 |
|
|
2024
Q2 | $2.17M | Buy |
13,510
+1,490
| +12% | +$239K | 0.23% | 102 |
|
|
2024
Q1 | $1.59M | Buy |
12,020
+6,620
| +123% | +$877K | 0.16% | 131 |
|
|
2023
Q4 | $603K | Buy |
5,400
+170
| +3% | +$19K | 0.06% | 200 |
|
|
2023
Q3 | $435K | Buy |
5,230
+1,330
| +34% | +$111K | 0.05% | 222 |
|
|
2023
Q2 | $338K | Sell |
3,900
-1,190
| -23% | -$103K | 0.05% | 235 |
|
|
2023
Q1 | $327K | Buy |
5,090
+280
| +6% | +$18K | 0.04% | 240 |
|
|
2022
Q4 | $290K | Buy |
+4,810
| New | +$290K | 0.02% | 320 |
|
|
2022
Q1 | $289K | Sell |
5,220
-80
| -2% | -$4.43K | 0.02% | 322 |
|
|
2021
Q4 | $310K | Sell |
5,300
-150
| -3% | -$8.77K | 0.02% | 313 |
|
|
2021
Q3 | $322K | Buy |
+5,450
| New | +$322K | 0.02% | 302 |
|
|
2018
Q3 | – | Sell |
-8,600
| Closed | -$209K | – | 254 |
|
|
2018
Q2 | $209K | Sell |
8,600
-6,150
| -42% | -$149K | 0.04% | 241 |
|
|
2018
Q1 | $348K | Buy |
+14,750
| New | +$348K | 0.08% | 186 |
|
|
2016
Q3 | – | Sell |
-280
| Closed | -$4 | – | 958 |
|
|
2016
Q2 | $4 | Buy |
+280
| New | +$4 | ﹤0.01% | 2563 |
|