IAM Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
20,374
-350
| -2% | -$96.5K | 1.35% | 13 |
|
|
2025
Q1 | $3.47M | Sell |
20,724
-1,569
| -7% | -$263K | 0.9% | 17 |
|
|
2024
Q4 | $5.17M | Sell |
22,293
-237
| -1% | -$54.9K | 1.31% | 15 |
|
|
2024
Q3 | $3.89M | Sell |
22,530
-990
| -4% | -$171K | 0.98% | 16 |
|
|
2024
Q2 | $3.78M | Buy |
23,520
+3,850
| +20% | +$618K | 1.02% | 17 |
|
|
2024
Q1 | $2.61M | Sell |
19,670
-300
| -2% | -$39.8K | 0.71% | 19 |
|
|
2023
Q4 | $2.23M | Buy |
19,970
+140
| +0.7% | +$15.6K | 0.7% | 19 |
|
|
2023
Q3 | $1.65M | Buy |
19,830
+360
| +2% | +$29.9K | 0.58% | 27 |
|
|
2023
Q2 | $1.69M | Buy |
19,470
+1,070
| +6% | +$92.8K | 0.58% | 24 |
|
|
2023
Q1 | $1.18M | Buy |
+18,400
| New | +$1.18M | 0.41% | 40 |
|