IAG Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
543
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $90.9K | Sell |
543
-115
| -17% | -$19.3K | 0.01% | 150 |
|
|
2024
Q4 | $153K | Buy |
658
+138
| +27% | +$32K | 0.03% | 108 |
|
|
2024
Q3 | $89.7K | Hold |
520
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $83.5K | Buy |
520
+70
| +16% | +$11.2K | 0.02% | 135 |
|
|
2024
Q1 | $59.6K | Sell |
450
-40
| -8% | -$5.3K | 0.01% | 155 |
|
|
2023
Q4 | $54.7K | Buy |
490
+150
| +44% | +$16.7K | 0.01% | 152 |
|
|
2023
Q3 | $28.2K | Sell |
340
-40
| -11% | -$3.32K | 0.01% | 192 |
|
|
2023
Q2 | $33K | Buy |
380
+40
| +12% | +$3.47K | 0.01% | 193 |
|
|
2023
Q1 | $21.8K | Buy |
340
+170
| +100% | +$10.9K | 0.01% | 217 |
|
|
2022
Q4 | $9.51K | Sell |
170
-90
| -35% | -$5.03K | ﹤0.01% | 291 |
|
|
2022
Q3 | $12K | Sell |
260
-50
| -16% | -$2.31K | ﹤0.01% | 250 |
|
|
2022
Q2 | $15K | Buy |
310
+50
| +19% | +$2.42K | ﹤0.01% | 231 |
|
|
2022
Q1 | $16K | Buy |
260
+90
| +53% | +$5.54K | 0.01% | 244 |
|
|
2021
Q4 | $11K | Buy |
170
+30
| +21% | +$1.94K | ﹤0.01% | 285 |
|
|
2021
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $7K | Buy |
140
+80
| +133% | +$4K | ﹤0.01% | 294 |
|
|
2021
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 329 |
|