IEQ Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Buy |
537,093
+70,904
| +15% | +$19.5M | 0.91% | 18 |
|
|
2025
Q1 | $78.1M | Buy |
466,189
+52,467
| +13% | +$8.78M | 0.62% | 25 |
|
|
2024
Q4 | $95.9M | Buy |
413,722
+30,074
| +8% | +$6.97M | 0.93% | 19 |
|
|
2024
Q3 | $66.2M | Buy |
383,648
+49,428
| +15% | +$8.53M | 0.81% | 20 |
|
|
2024
Q2 | $53.7M | Buy |
334,220
+30,670
| +10% | +$4.92M | 0.72% | 26 |
|
|
2024
Q1 | $40.2M | Buy |
303,550
+20,040
| +7% | +$2.66M | 0.58% | 28 |
|
|
2023
Q4 | $31.6M | Buy |
283,510
+26,440
| +10% | +$2.95M | 0.53% | 33 |
|
|
2023
Q3 | $21.4M | Buy |
257,070
+10,500
| +4% | +$872K | 0.43% | 42 |
|
|
2023
Q2 | $21.4M | Buy |
246,570
+12,190
| +5% | +$1.06M | 0.43% | 44 |
|
|
2023
Q1 | $15M | Buy |
234,380
+14,410
| +7% | +$924K | 0.35% | 50 |
|
|
2022
Q4 | $12.3M | Sell |
219,970
-5,630
| -2% | -$315K | 0.34% | 57 |
|
|
2022
Q3 | $10M | Buy |
225,600
+88,650
| +65% | +$3.94M | 0.27% | 58 |
|
|
2022
Q2 | $6.65M | Buy |
136,950
+5,910
| +5% | +$287K | 0.2% | 79 |
|
|
2022
Q1 | $8.25M | Buy |
131,040
+18,410
| +16% | +$1.16M | 0.2% | 76 |
|
|
2021
Q4 | $7.49M | Buy |
112,630
+17,950
| +19% | +$1.19M | 0.17% | 78 |
|
|
2021
Q3 | $4.59M | Buy |
94,680
+14,680
| +18% | +$712K | 0.12% | 108 |
|
|
2021
Q2 | $3.81M | Buy |
80,000
+24,000
| +43% | +$1.14M | 0.11% | 110 |
|
|
2021
Q1 | $2.6M | Buy |
+56,000
| New | +$2.6M | 0.11% | 113 |
|
|
2020
Q4 | – | Sell |
-48,780
| Closed | -$1.78M | – | 231 |
|
|
2020
Q3 | $1.78M | Buy |
48,780
+5,390
| +12% | +$196K | 0.1% | 120 |
|
|
2020
Q2 | $1.37M | Sell |
43,390
-9,440
| -18% | -$298K | 0.09% | 128 |
|
|
2020
Q1 | $1.25M | Buy |
52,830
+4,250
| +9% | +$101K | 0.1% | 125 |
|
|
2019
Q4 | $1.54M | Buy |
+48,580
| New | +$1.54M | 0.13% | 112 |
|