IAM Advisory’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.48M Sell
2025
Q2
$5.62M Sell
2025
Q1
$3.47M Sell
2024
Q4
$5.17M Sell
2024
Q3
$3.89M Sell
2024
Q2
$3.78M Buy
2024
Q1
$2.61M Sell
2023
Q4
$2.23M Buy
2023
Q3
$1.65M Buy
2023
Q2
$1.69M Buy
2023
Q1
$1.18M Buy