1IA
AVGO icon

1620 Investment Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
2,941
-145
-5% -$40K 0.58% 43
2025
Q1
$517K Sell
3,086
-1,118
-27% -$187K 0.4% 76
2024
Q4
$975K Buy
4,204
+299
+8% +$69.3K 0.74% 30
2024
Q3
$674K Buy
3,905
+3,335
+585% +$575K 0.49% 55
2024
Q2
$915K Sell
570
-14
-2% -$22.5K 0.7% 35
2024
Q1
$774K Buy
+584
New +$774K 0.78% 38
2023
Q4
Sell
-595
Closed -$494K 138
2023
Q3
$494K Sell
595
-6
-1% -$4.98K 0.56% 60
2023
Q2
$521K Sell
601
-14
-2% -$12.1K 0.57% 60
2023
Q1
$395K Buy
+615
New +$395K 0.48% 71
2022
Q3
Sell
-651
Closed -$316K 119
2022
Q2
$316K Sell
651
-681
-51% -$331K 0.44% 83
2022
Q1
$886K Hold
1,332
0.96% 32
2021
Q4
$886K Buy
+1,332
New +$886K 0.99% 32