IMA Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
10,064
+735
| +8% | +$203K | 0.3% | 67 |
|
|
2025
Q1 | $1.56M | Buy |
9,329
+144
| +2% | +$24.1K | 0.19% | 90 |
|
|
2024
Q4 | $2.13M | Buy |
9,185
+7,890
| +609% | +$1.83M | 0.26% | 73 |
|
|
2024
Q3 | $223K | Buy |
+1,295
| New | +$223K | 0.05% | 135 |
|
|
2023
Q4 | – | Sell |
-1,440
| Closed | -$120K | – | 80 |
|
|
2023
Q3 | $120K | Hold |
1,440
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $125K | Buy |
1,440
+1,020
| +243% | +$88.5K | 0.03% | 149 |
|
|
2023
Q1 | $26.9K | Hold |
420
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $23.5K | Sell |
420
-10
| -2% | -$559 | 0.01% | 215 |
|
|
2022
Q3 | $19K | Buy |
430
+10
| +2% | +$442 | 0.01% | 220 |
|
|
2022
Q2 | $20K | Hold |
420
| – | – | ﹤0.01% | 225 |
|
|
2022
Q1 | $26K | Hold |
420
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $28K | Hold |
420
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $20K | Hold |
420
| – | – | ﹤0.01% | 198 |
|
|
2021
Q2 | $20K | Hold |
420
| – | – | ﹤0.01% | 196 |
|
|
2021
Q1 | $19K | Hold |
420
| – | – | ﹤0.01% | 203 |
|
|
2020
Q4 | $18K | Sell |
420
-40
| -9% | -$1.71K | 0.01% | 184 |
|
|
2020
Q3 | $17K | Buy |
460
+40
| +10% | +$1.48K | 0.01% | 182 |
|
|
2020
Q2 | $13K | Hold |
420
| – | – | ﹤0.01% | 192 |
|
|
2020
Q1 | $10K | Hold |
420
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $13K | Hold |
420
| – | – | ﹤0.01% | 201 |
|
|
2019
Q3 | $12K | Hold |
420
| – | – | ﹤0.01% | 201 |
|
|
2019
Q2 | $12K | Hold |
420
| – | – | ﹤0.01% | 192 |
|
|
2019
Q1 | $13K | Hold |
420
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $11K | Hold |
420
| – | – | 0.01% | 211 |
|
|
2018
Q3 | $10K | Sell |
420
-230
| -35% | -$5.48K | ﹤0.01% | 221 |
|
|
2018
Q2 | $16K | Buy |
+650
| New | +$16K | 0.01% | 232 |
|