IAP
Indie Asset Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,108
| Closed | -$688K | – | 70 |
|
|
2025
Q1 | $688K | Sell |
4,108
-1,242
| -23% | -$208K | 0.6% | 27 |
|
|
2024
Q4 | $1.24M | Buy |
5,350
+7
| +0.1% | +$1.62K | 0.97% | 17 |
|
|
2024
Q3 | $922K | Buy |
5,343
+4,804
| +891% | +$829K | 0.69% | 23 |
|
|
2024
Q2 | $865K | Buy |
539
+41
| +8% | +$65.8K | 0.69% | 26 |
|
|
2024
Q1 | $660K | Sell |
498
-56
| -10% | -$74.2K | 0.59% | 27 |
|
|
2023
Q4 | $618K | Buy |
554
+1
| +0.2% | +$1.12K | 0.56% | 26 |
|
|
2023
Q3 | $460K | Hold |
553
| – | – | 0.46% | 34 |
|
|
2023
Q2 | $480K | Sell |
553
-45
| -8% | -$39K | 0.52% | 33 |
|
|
2023
Q1 | $384K | Sell |
598
-10
| -2% | -$6.42K | 0.45% | 42 |
|
|
2022
Q4 | $340K | Sell |
608
-30
| -5% | -$16.8K | 0.37% | 50 |
|
|
2022
Q3 | $283K | Sell |
638
-35
| -5% | -$15.5K | 0.29% | 61 |
|
|
2022
Q2 | $327K | Hold |
673
| – | – | 0.29% | 61 |
|
|
2022
Q1 | $424K | Buy |
673
+10
| +2% | +$6.3K | 0.32% | 60 |
|
|
2021
Q4 | $441K | Hold |
663
| – | – | 0.32% | 61 |
|
|
2021
Q3 | $322K | Buy |
663
+40
| +6% | +$19.4K | 0.26% | 79 |
|
|
2021
Q2 | $297K | Buy |
623
+8
| +1% | +$3.81K | 0.24% | 83 |
|
|
2021
Q1 | $285K | Buy |
615
+95
| +18% | +$44K | 0.32% | 83 |
|
|
2020
Q4 | $228K | Buy |
+520
| New | +$228K | 0.27% | 95 |
|