IWA
IBEX Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Buy |
169,278
+17,409
| +11% | +$4.8M | 4.98% | 2 |
|
|
2025
Q1 | $25.4M | Sell |
151,869
-18,308
| -11% | -$3.07M | 3.36% | 4 |
|
|
2024
Q4 | $39.5M | Buy |
+170,177
| New | +$39.5M | 4.65% | 2 |
|
|
2024
Q3 | – | Sell |
-21,127
| Closed | -$33.9M | – | 89 |
|
|
2024
Q2 | $33.9M | Buy |
21,127
+3,069
| +17% | +$4.93M | 5.29% | 2 |
|
|
2024
Q1 | $10.1M | Buy |
18,058
+18,040
| +100,222% | +$10.1M | 2.74% | 7 |
|
|
2023
Q4 | $20.5K | Sell |
18
-18,156
| -100% | -$20.6M | 4.45% | 4 |
|
|
2023
Q3 | $15.1M | Buy |
+18,174
| New | +$15.1M | 3.84% | 4 |
|
|
2023
Q1 | $11.7M | Buy |
18,181
+123
| +0.7% | +$78.9K | 3.02% | 4 |
|
|
2022
Q4 | $10.1M | Buy |
18,058
+3,316
| +22% | +$1.85M | 2.28% | 7 |
|
|
2022
Q3 | $6.55M | Sell |
14,742
-132
| -0.9% | -$58.6K | 1.7% | 17 |
|
|
2022
Q2 | $7.23M | Sell |
14,874
-2,733
| -16% | -$1.33M | 1.66% | 13 |
|
|
2022
Q1 | $11.1M | Buy |
17,607
+3,603
| +26% | +$2.27M | 2.12% | 7 |
|
|
2021
Q4 | $9.32M | Buy |
14,004
+259
| +2% | +$172K | 1.65% | 9 |
|
|
2021
Q3 | $6.67M | Buy |
13,745
+246
| +2% | +$119K | 1.28% | 17 |
|
|
2021
Q2 | $6.44M | Buy |
13,499
+378
| +3% | +$180K | 1.29% | 16 |
|
|
2021
Q1 | $6.08M | Buy |
13,121
+418
| +3% | +$194K | 1.5% | 16 |
|
|
2020
Q4 | $5.56M | Buy |
12,703
+382
| +3% | +$167K | 1.45% | 21 |
|
|
2020
Q3 | $4.49M | Buy |
12,321
+284
| +2% | +$103K | 1.3% | 26 |
|
|
2020
Q2 | $3.8M | Buy |
+12,037
| New | +$3.8M | 1.22% | 29 |
|
|
2019
Q3 | – | Sell |
-184
| Closed | -$53K | – | 107 |
|
|
2019
Q2 | $53K | Buy |
+184
| New | +$53K | 0.02% | 210 |
|
|
2018
Q1 | – | Sell |
-7,895
| Closed | -$2.15M | – | 89 |
|
|
2017
Q4 | $2.15M | Buy |
7,895
+274
| +4% | +$74.6K | 0.95% | 44 |
|
|
2017
Q3 | $1.88M | Buy |
7,621
+140
| +2% | +$34.5K | 0.7% | 60 |
|
|
2017
Q2 | $1.81M | Buy |
7,481
+3,273
| +78% | +$791K | 0.71% | 59 |
|
|
2017
Q1 | $914K | Buy |
4,208
+4,093
| +3,559% | +$889K | 0.56% | 53 |
|
|
2016
Q4 | $22K | Buy |
+115
| New | +$22K | 0.01% | 218 |
|