Ownership history in Compound Planning, Inc. · 11 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 126,482 | +73,783 | +140.0% | 1.28% | $43.8M | $346.10 |
| 2025 Q3 | ADDED | 52,699 | +8,370 | +18.9% | 0.56% | $17.4M | $329.28 |
| 2025 Q2 | ADDED | 44,329 | +5,046 | +12.8% | 0.46% | $12.2M | $274.65 |
| 2025 Q1 | REDUCED | 39,283 | -11,004 | -21.9% | 0.30% | $6.6M | $166.43 |
| 2024 Q4 | ADDED | 50,287 | +6,782 | +15.6% | 0.59% | $11.7M | $229.76 |
| 2024 Q3 | ADDED | 43,505 | +38,516 | +772.0% | 0.47% | $7.5M | $170.50 |
| 2024 Q2 | ADDED | 4,989 | +969 | +24.1% | 0.59% | $8.0M | $158.17 |
| 2024 Q1 | REDUCED | 4,020 | -131 | -3.2% | 0.49% | $5.3M | $130.16 |
| 2023 Q4 | ADDED | 4,151 | +1,100 | +36.1% | 0.64% | $4.6M | $109.16 |
| 2023 Q3 | ADDED | 3,051 | +2,738 | +874.8% | 0.85% | $2.5M | $80.85 |
As of 2025 Q4 — sorted by position size