Independent Advisor Alliance’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $75.4M | Sell |
199,593
-3,050
| -2% | -$1.22M | 1.77% | 9 |
|
|
2026
Q1 | $62.7M | Sell |
202,643
-2,764
| -1% | -$909K | 0.67% | 27 |
|
|
2025
Q4 | $71.1M | Sell |
205,407
-5,670
| -3% | -$2.03M | 1.73% | 9 |
|
|
2025
Q3 | $69.6M | Buy |
211,077
+6,279
| +3% | +$1.93M | 1.81% | 6 |
|
|
2025
Q2 | $56.5M | Sell |
204,798
-317
| -0.2% | -$68.8K | 1.63% | 8 |
|
|
2025
Q1 | $34.3M | Sell |
205,115
-2,295
| -1% | -$486K | 1.13% | 14 |
|
|
2024
Q4 | $48.1M | Buy |
207,410
+19,818
| +11% | +$3.67M | 0.64% | 26 |
|
|
2024
Q3 | $32.4M | Buy |
187,592
+5,812
| +3% | +$932K | 1.18% | 16 |
|
|
2024
Q2 | $29.2M | Buy |
181,780
+11,280
| +7% | +$1.58M | 1% | 19 |
|
|
2024
Q1 | $22.6M | Sell |
170,500
-1,520
| -0.9% | -$188K | 0.82% | 24 |
|
|
2023
Q4 | $19.2M | Buy |
172,020
+12,920
| +8% | +$1.22M | 0.69% | 29 |
|
|
2023
Q3 | $13.2M | Buy |
159,100
+28,640
| +22% | +$2.48M | 0.6% | 34 |
|
|
2023
Q2 | $11.3M | Buy |
130,460
+15,870
| +14% | +$1.13M | 0.5% | 38 |
|
|
2023
Q1 | $7.35M | Buy |
114,590
+150
| +0.1% | +$9.02K | 0.35% | 62 |
|
|
2022
Q4 | $311K | Buy |
114,440
+3,970
| +4% | +$199K | 0.11% | 111 |
|
|
2022
Q3 | $4.91M | Buy |
110,470
+7,870
| +8% | +$402K | 0.29% | 82 |
|
|
2022
Q2 | $4.98M | Buy |
102,600
+5,370
| +6% | +$301K | 0.28% | 84 |
|
|
2022
Q1 | $6.12M | Buy |
97,230
+19,690
| +25% | +$1.17M | 0.29% | 76 |
|
|
2021
Q4 | $5.16M | Buy |
77,540
+2,820
| +4% | +$159K | 0.25% | 84 |
|
|
2021
Q3 | $3.62M | Buy |
74,720
+6,910
| +10% | +$336K | 0.2% | 103 |
|
|
2021
Q2 | $3.23M | Buy |
67,810
+2,880
| +4% | +$133K | 0.18% | 122 |
|
|
2021
Q1 | $3.01M | Buy |
64,930
+3,010
| +5% | +$139K | 0.18% | 117 |
|
|
2020
Q4 | $2.71M | Buy |
61,920
+860
| +1% | +$33.5K | 0.18% | 114 |
|
|
2020
Q3 | $2.23M | Sell |
61,060
-1,110
| -2% | -$37.2K | 0.17% | 118 |
|
|
2020
Q2 | $1.96M | Buy |
62,170
+4,260
| +7% | +$119K | 0.21% | 94 |
|
|
2020
Q1 | $1.37M | Buy |
57,910
+8,680
| +18% | +$245K | 0.2% | 93 |
|
|
2019
Q4 | $1.56M | Buy |
49,230
+3,160
| +7% | +$95.9K | 0.07% | 284 |
|
|
2019
Q3 | $1.27M | Sell |
46,070
-90
| -0.2% | -$2.56K | 0.16% | 125 |
|
|
2019
Q2 | $1.33M | Sell |
46,160
-11,800
| -20% | -$344K | 0.19% | 107 |
|
|
2019
Q1 | $1.74M | Buy |
57,960
+17,670
| +44% | +$479K | 0.25% | 91 |
|
|
2018
Q4 | $1.02M | Buy |
40,290
+17,960
| +80% | +$424K | 0.18% | 117 |
|
|
2018
Q3 | $548K | Sell |
22,330
-10,980
| -33% | -$246K | 0.1% | 183 |
|
|
2018
Q2 | $667K | Sell |
33,310
-1,500
| -4% | -$36.8K | 0.14% | 156 |
|
|
2018
Q1 | $788K | Buy |
34,810
+5,550
| +19% | +$140K | 0.18% | 140 |
|
|
2017
Q4 | $797K | Buy |
29,260
+4,220
| +17% | +$110K | 0.18% | 136 |
|
|
2017
Q3 | $617K | Buy |
25,040
+13,130
| +110% | +$325K | 0.17% | 140 |
|
|
2017
Q2 | $288K | Sell |
11,910
-1,190
| -9% | -$27.6K | 0.09% | 190 |
|
|
2017
Q1 | $284K | Buy |
+13,100
| New | +$270K | 0.05% | 312 |
|
Other funds holding AVGO
Independent Advisor Alliance's AVGO Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $1.22M and leaving 199,593 shares worth $75.4M. The position accounts for 1.77% of the portfolio, ranked #9.
Independent Advisor Alliance first reported a position in AVGO in Q1 2017 and has held it in 38 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Independent Advisor Alliance held 199,593 shares of Broadcom worth $75.4M as of Q2 2026.
- Independent Advisor Alliance sold 3,050 Broadcom shares in Q2 2026, an estimated $1.22M.
- Broadcom made up 1.77% of Independent Advisor Alliance's portfolio in Q2 2026, its #9 holding.
- Independent Advisor Alliance first reported a position in Broadcom in Q1 2017 and has held it in 38 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.