IA
IFP Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
62,333
+8,912
| +17% | +$2.46M | 0.49% | 38 |
|
|
2025
Q1 | $8.95M | Buy |
53,421
+5,023
| +10% | +$841K | 0.28% | 73 |
|
|
2024
Q4 | $11.2M | Buy |
48,398
+12,735
| +36% | +$2.95M | 0.37% | 53 |
|
|
2024
Q3 | $6.15M | Buy |
35,663
+32,744
| +1,122% | +$5.65M | 0.22% | 98 |
|
|
2024
Q2 | $4.69M | Buy |
2,919
+181
| +7% | +$291K | 0.19% | 117 |
|
|
2024
Q1 | $3.63M | Sell |
2,738
-528
| -16% | -$700K | 0.16% | 138 |
|
|
2023
Q4 | $3.65M | Buy |
3,266
+439
| +16% | +$490K | 0.17% | 120 |
|
|
2023
Q3 | $2.35M | Sell |
2,827
-455
| -14% | -$378K | 0.11% | 204 |
|
|
2023
Q2 | $2.85M | Buy |
3,282
+962
| +41% | +$835K | 0.12% | 180 |
|
|
2023
Q1 | $595K | Sell |
2,320
-1,176
| -34% | -$302K | 0.03% | 541 |
|
|
2022
Q4 | $932K | Sell |
3,496
-233
| -6% | -$62.1K | 0.02% | 645 |
|
|
2022
Q3 | $1M | Buy |
3,729
+757
| +25% | +$204K | 0.03% | 638 |
|
|
2022
Q2 | $800K | Hold |
2,972
| – | – | 0.03% | 654 |
|
|
2022
Q1 | $800K | Sell |
2,972
-192
| -6% | -$51.7K | 0.03% | 654 |
|
|
2021
Q4 | $2.1M | Sell |
3,164
-519
| -14% | -$345K | 0.04% | 255 |
|
|
2021
Q3 | $1.77M | Sell |
3,683
-963
| -21% | -$463K | 0.04% | 276 |
|
|
2021
Q2 | $2.19M | Sell |
4,646
-1,846
| -28% | -$870K | 0.05% | 226 |
|
|
2021
Q1 | $3.01M | Sell |
6,492
-630
| -9% | -$292K | 0.06% | 159 |
|
|
2020
Q4 | $3.13M | Buy |
7,122
+3,387
| +91% | +$1.49M | 0.13% | 139 |
|
|
2020
Q3 | $1.36M | Sell |
3,735
-2,952
| -44% | -$1.07M | 0.08% | 233 |
|
|
2020
Q2 | $2.08M | Buy |
6,687
+3,180
| +91% | +$987K | 0.16% | 136 |
|
|
2020
Q1 | $845K | Sell |
3,507
-6,374
| -65% | -$1.54M | 0.09% | 239 |
|
|
2019
Q4 | $3.12M | Buy |
9,881
+614
| +7% | +$194K | 0.23% | 97 |
|
|
2019
Q3 | $2.53M | Buy |
+9,267
| New | +$2.53M | 0.17% | 135 |
|
|
2019
Q1 | $1.98M | Buy |
6,546
+1,098
| +20% | +$333K | 0.27% | 86 |
|
|
2018
Q4 | $1.38M | Buy |
5,448
+2,326
| +75% | +$590K | 0.08% | 266 |
|
|
2018
Q3 | $770K | Buy |
3,122
+1,455
| +87% | +$359K | 0.03% | 518 |
|
|
2018
Q2 | $404K | Sell |
1,667
-598
| -26% | -$145K | 0.02% | 749 |
|
|
2018
Q1 | $581K | Buy |
2,265
+200
| +10% | +$51.3K | 0.03% | 561 |
|
|
2017
Q4 | $530K | Sell |
2,065
-326
| -14% | -$83.7K | 0.02% | 601 |
|
|
2017
Q3 | $580K | Buy |
2,391
+222
| +10% | +$53.9K | 0.02% | 629 |
|
|
2017
Q2 | $506K | Buy |
2,169
+257
| +13% | +$60K | 0.02% | 674 |
|
|
2017
Q1 | $419K | Buy |
1,912
+266
| +16% | +$58.3K | 0.02% | 757 |
|
|
2016
Q4 | $291K | Sell |
1,646
-339
| -17% | -$59.9K | 0.01% | 869 |
|
|
2016
Q3 | $342K | Buy |
1,985
+513
| +35% | +$88.4K | 0.02% | 741 |
|
|
2016
Q2 | $229K | Sell |
1,472
-5,074
| -78% | -$789K | 0.01% | 904 |
|
|
2016
Q1 | $1.98M | Buy |
6,546
+5,768
| +741% | +$1.75M | 0.27% | 86 |
|
|
2015
Q4 | $113K | Buy |
+778
| New | +$113K | 0.01% | 1108 |
|