AIFAIM
American Institute for Advanced Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Hold |
2,835
| – | – | 0.55% | 49 |
|
|
2025
Q1 | $475K | Buy |
2,835
+35
| +1% | +$5.86K | 0.36% | 77 |
|
|
2024
Q4 | $649K | Hold |
2,800
| – | – | 0.48% | 62 |
|
|
2024
Q3 | $483K | Buy |
2,800
+2,520
| +900% | +$435K | 0.35% | 76 |
|
|
2024
Q2 | $450K | Hold |
280
| – | – | 0.34% | 74 |
|
|
2024
Q1 | $371K | Sell |
280
-40
| -13% | -$53K | 0.29% | 92 |
|
|
2023
Q4 | $357K | Hold |
320
| – | – | 0.32% | 80 |
|
|
2023
Q3 | $266K | Hold |
320
| – | – | 0.25% | 97 |
|
|
2023
Q2 | $278K | Buy |
+320
| New | +$278K | 0.24% | 97 |
|
|
2022
Q2 | – | Sell |
-340
| Closed | -$214K | – | 114 |
|
|
2022
Q1 | $214K | Hold |
340
| – | – | 0.16% | 109 |
|
|
2021
Q4 | $226K | Buy |
+340
| New | +$226K | 0.15% | 112 |
|