XY Planning Network’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
3,552
+448
+14% +$123K 0.33% 72
2025
Q1
$520K Sell
3,104
-201
-6% -$33.7K 0.35% 62
2024
Q4
$766K Buy
+3,305
New +$766K 0.58% 45