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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → AVGO
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC AVGO Position History
Broadcom Inc.
Quarters held
10
Latest value
$1.1M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $902K |
| Q4 2025 | $2.6M |
| Q4 2025 | $32K |
| Q4 2025 | $224K |
| Q1 2026 | $378K |
| Q1 2026 | $547K |
| Q2 2026 | $624K |
| Q2 2026 | $649K |
| Q3 2026 | $636K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 3.2K | — | — |
| Q3 2026 | $636K | 1.8K | — | — |
| Q2 2026 | $649K | 1.7K | — | — |
| Q2 2026 | $624K | 1.7K | — | — |
| Q1 2026 | $547K | 1.8K | — | — |
| Q1 2026 | $378K | 1.2K | — | — |
| Q4 2025 | $224K | 1.4K | — | — |
| Q4 2025 | $32K | 201 | — | — |
| Q4 2025 | $2.6M | 7.6K | — | — |
| Q4 2025 | $902K | 2.6K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B