Icon Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.16M | Sell |
74,140
-15,170
| -17% | -$1.26M | 0.7% | 26 |
|
|
2023
Q2 | $7.75M | Sell |
89,310
-25,360
| -22% | -$2.2M | 0.82% | 23 |
|
|
2023
Q1 | $7.36M | Buy |
+114,670
| New | +$7.36M | 0.8% | 23 |
|
|
2022
Q2 | $6.6M | Buy |
135,830
+1,900
| +1% | +$92.3K | 0.79% | 23 |
|
|
2022
Q1 | $8.43M | Buy |
133,930
+11,830
| +10% | +$745K | 0.84% | 20 |
|
|
2021
Q4 | $8.12M | Sell |
122,100
-2,070
| -2% | -$138K | 0.81% | 28 |
|
|
2021
Q3 | $6.02M | Buy |
124,170
+930
| +0.8% | +$45.1K | 0.64% | 36 |
|
|
2021
Q2 | $5.88M | Buy |
123,240
+10,400
| +9% | +$496K | 0.63% | 39 |
|
|
2021
Q1 | $5.23M | Buy |
112,840
+15,090
| +15% | +$700K | 0.66% | 36 |
|
|
2020
Q4 | $4.28M | Buy |
97,750
+8,520
| +10% | +$373K | 0.68% | 36 |
|
|
2020
Q3 | $3.25M | Buy |
89,230
+46,610
| +109% | +$1.7M | 0.63% | 44 |
|
|
2020
Q2 | $1.35M | Buy |
42,620
+21,950
| +106% | +$693K | 0.33% | 60 |
|
|
2020
Q1 | $490K | Buy |
20,670
+2,120
| +11% | +$50.3K | 0.19% | 61 |
|
|
2019
Q4 | $586K | Buy |
18,550
+1,550
| +9% | +$49K | 0.19% | 64 |
|
|
2019
Q3 | $469K | Sell |
17,000
-760
| -4% | -$21K | 0.16% | 72 |
|
|
2019
Q2 | $511K | Buy |
17,760
+5,730
| +48% | +$165K | 0.18% | 64 |
|
|
2019
Q1 | $362K | Sell |
12,030
-1,060
| -8% | -$31.9K | 0.14% | 93 |
|
|
2018
Q4 | $333K | Sell |
13,090
-1,210
| -8% | -$30.8K | 0.16% | 92 |
|
|
2018
Q3 | $353K | Buy |
14,300
+50
| +0.4% | +$1.23K | 0.15% | 111 |
|
|
2018
Q2 | $346K | Buy |
14,250
+20
| +0.1% | +$486 | 0.15% | 106 |
|
|
2018
Q1 | $335K | Sell |
14,230
-770
| -5% | -$18.1K | 0.18% | 117 |
|
|
2017
Q4 | $385K | Buy |
+15,000
| New | +$385K | 0.19% | 115 |
|