Impact Partnership Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
6,258
-785
-11% -$216K 0.32% 32
2025
Q1
$1.18M Buy
7,043
+565
+9% +$94.6K 0.25% 43
2024
Q4
$1.5M Buy
6,478
+1,426
+28% +$331K 0.3% 35
2024
Q3
$871K Buy
5,052
+1,862
+58% +$321K 0.2% 58
2024
Q2
$512K Buy
3,190
+2,210
+226% +$355K 0.13% 100
2024
Q1
$130K Sell
980
-70
-7% -$9.28K 0.05% 223
2023
Q4
$117K Sell
1,050
-360
-26% -$40.2K 0.04% 226
2023
Q3
$117K Buy
1,410
+850
+152% +$70.6K 0.04% 293
2023
Q2
$48.6K Buy
+560
New +$48.6K 0.02% 259