IHT Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
78,004
+541
| +0.7% | +$149K | 0.59% | 29 |
|
|
2025
Q1 | $13M | Buy |
77,463
+14,537
| +23% | +$2.43M | 0.41% | 54 |
|
|
2024
Q4 | $14.6M | Sell |
62,926
-8,348
| -12% | -$1.94M | 0.47% | 42 |
|
|
2024
Q3 | $12.3M | Buy |
71,274
+3,784
| +6% | +$651K | 0.35% | 56 |
|
|
2024
Q2 | $10.7M | Buy |
67,490
+6,670
| +11% | +$1.06M | 0.4% | 46 |
|
|
2024
Q1 | $8.06M | Sell |
60,820
-1,100
| -2% | -$146K | 0.32% | 61 |
|
|
2023
Q4 | $6.91M | Sell |
61,920
-2,870
| -4% | -$320K | 0.31% | 70 |
|
|
2023
Q3 | $5.38M | Buy |
64,790
+3,180
| +5% | +$264K | 0.27% | 81 |
|
|
2023
Q2 | $5.34M | Buy |
61,610
+5,030
| +9% | +$436K | 0.28% | 77 |
|
|
2023
Q1 | $3.63M | Buy |
56,580
+4,250
| +8% | +$273K | 0.21% | 104 |
|
|
2022
Q4 | $2.93M | Buy |
52,330
+1,900
| +4% | +$106K | 0.18% | 121 |
|
|
2022
Q3 | $2.24M | Buy |
50,430
+3,770
| +8% | +$167K | 0.17% | 128 |
|
|
2022
Q2 | $2.27M | Buy |
46,660
+2,660
| +6% | +$129K | 0.2% | 113 |
|
|
2022
Q1 | $2.77M | Buy |
44,000
+12,020
| +38% | +$757K | 0.21% | 100 |
|
|
2021
Q4 | $2.13M | Buy |
31,980
+550
| +2% | +$36.6K | 0.16% | 136 |
|
|
2021
Q3 | $1.52M | Sell |
31,430
-7,330
| -19% | -$355K | 0.12% | 158 |
|
|
2021
Q2 | $1.85M | Buy |
38,760
+590
| +2% | +$28.1K | 0.12% | 179 |
|
|
2021
Q1 | $1.77M | Buy |
38,170
+2,250
| +6% | +$104K | 0.13% | 165 |
|
|
2020
Q4 | $1.57M | Buy |
35,920
+2,090
| +6% | +$91.5K | 0.13% | 166 |
|
|
2020
Q3 | $1.23M | Sell |
33,830
-360
| -1% | -$13.1K | 0.12% | 173 |
|
|
2020
Q2 | $1.08M | Sell |
34,190
-4,540
| -12% | -$143K | 0.15% | 149 |
|
|
2020
Q1 | $918K | Buy |
38,730
+5,410
| +16% | +$128K | 0.13% | 174 |
|
|
2019
Q4 | $1.05M | Sell |
33,320
-270
| -0.8% | -$8.53K | 0.12% | 186 |
|
|
2019
Q3 | $927K | Buy |
33,590
+4,840
| +17% | +$134K | 0.13% | 189 |
|
|
2019
Q2 | $828K | Sell |
28,750
-260
| -0.9% | -$7.49K | 0.12% | 201 |
|
|
2019
Q1 | $872K | Sell |
29,010
-800
| -3% | -$24K | 0.15% | 173 |
|
|
2018
Q4 | $758K | Sell |
29,810
-2,400
| -7% | -$61K | 0.15% | 172 |
|
|
2018
Q3 | $795K | Buy |
32,210
+13,580
| +73% | +$335K | 0.17% | 150 |
|
|
2018
Q2 | $452K | Buy |
18,630
+3,060
| +20% | +$74.2K | 0.12% | 220 |
|
|
2018
Q1 | $354K | Buy |
15,570
+1,070
| +7% | +$24.3K | 0.1% | 241 |
|
|
2017
Q4 | $395K | Buy |
14,500
+2,130
| +17% | +$58K | 0.1% | 237 |
|
|
2017
Q3 | $305K | Buy |
12,370
+410
| +3% | +$10.1K | 0.13% | 179 |
|
|
2017
Q2 | $1 | Buy |
11,960
+1,020
| +9% | – | ﹤0.01% | 1277 |
|
|
2017
Q1 | $238K | Buy |
10,940
+150
| +1% | +$3.26K | 0.16% | 157 |
|
|
2016
Q4 | $192K | Buy |
+10,790
| New | +$192K | 0.15% | 164 |
|