IWP
Insight Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
7,512
+332
| +5% | +$91.5K | 0.8% | 23 |
|
|
2025
Q1 | $1.2M | Sell |
7,180
-106
| -1% | -$17.7K | 0.2% | 33 |
|
|
2024
Q4 | $1.69M | Buy |
7,286
+27
| +0.4% | +$6.26K | 0.23% | 25 |
|
|
2024
Q3 | $1.25M | Buy |
7,259
+6,532
| +898% | +$1.13M | 0.25% | 34 |
|
|
2024
Q2 | $1.17M | Buy |
727
+85
| +13% | +$137K | 0.2% | 28 |
|
|
2024
Q1 | $851K | Buy |
642
+175
| +37% | +$232K | 0.15% | 36 |
|
|
2023
Q4 | $521K | Buy |
467
+207
| +80% | +$231K | 0.09% | 48 |
|
|
2023
Q3 | $216K | Buy |
260
+1
| +0.4% | +$831 | 0.04% | 65 |
|
|
2023
Q2 | $225K | Buy |
+259
| New | +$225K | 0.05% | 65 |
|
|
2022
Q2 | – | Sell |
-947
| Closed | -$596K | – | 58 |
|
|
2022
Q1 | $596K | Sell |
947
-395
| -29% | -$249K | 0.33% | 37 |
|
|
2021
Q4 | $893K | Buy |
+1,342
| New | +$893K | 0.17% | 29 |
|