Iams Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
10,566
-1,913
| -15% | -$527K | 1.34% | 13 |
|
|
2025
Q1 | $2.09M | Buy |
12,479
+3,112
| +33% | +$521K | 0.96% | 37 |
|
|
2024
Q4 | $2.17M | Buy |
9,367
+4,309
| +85% | +$999K | 0.99% | 28 |
|
|
2024
Q3 | $873K | Buy |
5,058
+1,948
| +63% | +$336K | 0.43% | 69 |
|
|
2024
Q2 | $499K | Sell |
3,110
-3,800
| -55% | -$610K | 0.27% | 95 |
|
|
2024
Q1 | $891K | Buy |
+6,910
| New | +$891K | 0.54% | 61 |
|