Independent Wealth Network’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
2,264
-6
| -0.3% | -$1.65K | 0.23% | 113 |
|
|
2025
Q1 | $380K | Sell |
2,270
-94
| -4% | -$15.7K | 0.15% | 156 |
|
|
2024
Q4 | $548K | Buy |
2,364
+306
| +15% | +$70.9K | 0.22% | 116 |
|
|
2024
Q3 | $355K | Buy |
2,058
+218
| +12% | +$37.6K | 0.16% | 147 |
|
|
2024
Q2 | $295K | Sell |
1,840
-370
| -17% | -$59.4K | 0.14% | 172 |
|
|
2024
Q1 | $293K | Buy |
+2,210
| New | +$293K | 0.14% | 170 |
|