Icon Wealth Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$6.16M Sell
2023
Q2
$7.75M Sell
2023
Q1
$7.36M Buy
2022
Q2
$6.6M Buy
2022
Q1
$8.43M Buy
2021
Q4
$8.12M Sell
2021
Q3
$6.02M Buy
2021
Q2
$5.88M Buy
2021
Q1
$5.23M Buy
2020
Q4
$4.28M Buy
2020
Q3
$3.25M Buy
2020
Q2
$1.34M Buy
2020
Q1
$490K Buy
2019
Q4
$586K Buy
2019
Q3
$469K Sell
2019
Q2
$511K Buy
2019
Q1
$362K Sell
2018
Q4
$333K Sell
2018
Q3
$353K Buy
2018
Q2
$346K Buy
2018
Q1
$335K Sell
2017
Q4
$385K Buy