IAA
Independent Advisor Alliance’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Sell |
204,798
-317
| -0.2% | -$87.4K | 1.63% | 8 |
|
|
2025
Q1 | $34.3M | Sell |
205,115
-2,295
| -1% | -$384K | 1.13% | 14 |
|
|
2024
Q4 | $48.1M | Buy |
207,410
+19,818
| +11% | +$4.59M | 0.64% | 26 |
|
|
2024
Q3 | $32.4M | Buy |
187,592
+169,414
| +932% | +$29.2M | 1.18% | 16 |
|
|
2024
Q2 | $29.2M | Buy |
18,178
+1,128
| +7% | +$1.81M | 1% | 19 |
|
|
2024
Q1 | $22.6M | Sell |
17,050
-152
| -0.9% | -$201K | 0.82% | 24 |
|
|
2023
Q4 | $19.2M | Buy |
17,202
+1,292
| +8% | +$1.44M | 0.69% | 29 |
|
|
2023
Q3 | $13.2M | Buy |
15,910
+2,864
| +22% | +$2.38M | 0.6% | 34 |
|
|
2023
Q2 | $11.3M | Buy |
13,046
+1,587
| +14% | +$1.38M | 0.5% | 38 |
|
|
2023
Q1 | $7.35M | Buy |
11,459
+15
| +0.1% | +$9.62K | 0.35% | 62 |
|
|
2022
Q4 | $311K | Buy |
11,444
+397
| +4% | +$10.8K | 0.11% | 111 |
|
|
2022
Q3 | $4.91M | Buy |
11,047
+787
| +8% | +$349K | 0.29% | 82 |
|
|
2022
Q2 | $4.98M | Buy |
10,260
+537
| +6% | +$261K | 0.28% | 84 |
|
|
2022
Q1 | $6.12M | Buy |
9,723
+1,969
| +25% | +$1.24M | 0.29% | 76 |
|
|
2021
Q4 | $5.16M | Buy |
7,754
+282
| +4% | +$188K | 0.25% | 84 |
|
|
2021
Q3 | $3.62M | Buy |
7,472
+691
| +10% | +$335K | 0.2% | 103 |
|
|
2021
Q2 | $3.23M | Buy |
6,781
+288
| +4% | +$137K | 0.18% | 122 |
|
|
2021
Q1 | $3.01M | Buy |
6,493
+301
| +5% | +$140K | 0.18% | 117 |
|
|
2020
Q4 | $2.71M | Buy |
6,192
+86
| +1% | +$37.7K | 0.18% | 114 |
|
|
2020
Q3 | $2.23M | Sell |
6,106
-111
| -2% | -$40.4K | 0.17% | 118 |
|
|
2020
Q2 | $1.96M | Buy |
6,217
+426
| +7% | +$134K | 0.21% | 94 |
|
|
2020
Q1 | $1.37M | Buy |
5,791
+868
| +18% | +$206K | 0.2% | 93 |
|
|
2019
Q4 | $1.56M | Buy |
4,923
+316
| +7% | +$99.9K | 0.07% | 284 |
|
|
2019
Q3 | $1.27M | Sell |
4,607
-9
| -0.2% | -$2.49K | 0.16% | 125 |
|
|
2019
Q2 | $1.33M | Sell |
4,616
-1,180
| -20% | -$340K | 0.19% | 107 |
|
|
2019
Q1 | $1.74M | Buy |
5,796
+1,767
| +44% | +$531K | 0.25% | 91 |
|
|
2018
Q4 | $1.02M | Buy |
4,029
+1,796
| +80% | +$456K | 0.18% | 117 |
|
|
2018
Q3 | $548K | Sell |
2,233
-1,098
| -33% | -$269K | 0.1% | 175 |
|
|
2018
Q2 | $667K | Sell |
3,331
-150
| -4% | -$30K | 0.14% | 151 |
|
|
2018
Q1 | $788K | Buy |
3,481
+555
| +19% | +$126K | 0.18% | 137 |
|
|
2017
Q4 | $797K | Buy |
2,926
+422
| +17% | +$115K | 0.18% | 135 |
|
|
2017
Q3 | $617K | Buy |
2,504
+1,313
| +110% | +$324K | 0.17% | 140 |
|
|
2017
Q2 | $288K | Sell |
1,191
-119
| -9% | -$28.8K | 0.09% | 190 |
|
|
2017
Q1 | $284K | Buy |
+1,310
| New | +$284K | 0.05% | 312 |
|