Independent Solutions 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 | $13.5M | Sell |
48,811
-1,435
| -3% | -$396K | 2.63% | 6 |
|
|
2025
Q1 | $8.41M | Sell |
50,246
-894
| -2% | -$150K | 1.88% | 12 |
|
|
2024
Q4 | $11.9M | Buy |
51,140
+2,004
| +4% | +$465K | 2.59% | 6 |
|
|
2024
Q3 | $8.48M | Sell |
49,136
-2,754
| -5% | -$475K | 1.92% | 14 |
|
|
2024
Q2 | $8.33M | Sell |
51,890
-1,850
| -3% | -$297K | 1.91% | 15 |
|
|
2024
Q1 | $7.12M | Sell |
53,740
-2,990
| -5% | -$396K | 1.69% | 15 |
|
|
2023
Q4 | $6.33M | Sell |
56,730
-3,720
| -6% | -$415K | 1.62% | 15 |
|
|
2023
Q3 | $5.02M | Sell |
60,450
-890
| -1% | -$73.9K | 1.3% | 19 |
|
|
2023
Q2 | $5.32M | Buy |
61,340
+2,440
| +4% | +$212K | 1.34% | 14 |
|
|
2023
Q1 | $3.78M | Sell |
58,900
-6,940
| -11% | -$445K | 1.11% | 20 |
|
|
2022
Q4 | $3.68M | Sell |
65,840
-3,880
| -6% | -$217K | 1.12% | 18 |
|
|
2022
Q3 | $3.1M | Buy |
69,720
+3,840
| +6% | +$171K | 1.02% | 21 |
|
|
2022
Q2 | $3.2M | Sell |
65,880
-1,980
| -3% | -$96.2K | 1% | 19 |
|
|
2022
Q1 | $4.27M | Buy |
67,860
+920
| +1% | +$57.9K | 1.01% | 20 |
|
|
2021
Q4 | $4.45M | Buy |
66,940
+290
| +0.4% | +$19.3K | 1.05% | 23 |
|
|
2021
Q3 | $3.23M | Buy |
66,650
+2,390
| +4% | +$116K | 0.8% | 33 |
|
|
2021
Q2 | $3.06M | Buy |
64,260
+1,820
| +3% | +$86.8K | 0.74% | 34 |
|
|
2021
Q1 | $2.9M | Buy |
62,440
+9,670
| +18% | +$448K | 0.8% | 29 |
|
|
2020
Q4 | $2.31M | Buy |
52,770
+19,470
| +58% | +$852K | 0.72% | 35 |
|
|
2020
Q3 | $1.21M | Buy |
33,300
+5,060
| +18% | +$184K | 0.46% | 51 |
|
|
2020
Q2 | $891K | Buy |
28,240
+6,970
| +33% | +$220K | 0.38% | 53 |
|
|
2020
Q1 | $504K | Sell |
21,270
-370
| -2% | -$8.77K | 0.28% | 68 |
|
|
2019
Q4 | $684K | Buy |
+21,640
| New | +$684K | 0.3% | 70 |
|