IWS
Insight Wealth Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
20,943
-4,022
| -16% | -$1.06M | 0.7% | 33 |
|
|
2025
Q1 | $4.18M | Sell |
24,965
-462
| -2% | -$77.4K | 0.56% | 51 |
|
|
2024
Q4 | $5.89M | Sell |
25,427
-4,248
| -14% | -$985K | 0.79% | 30 |
|
|
2024
Q3 | $5.12M | Buy |
29,675
+26,722
| +905% | +$4.61M | 0.67% | 36 |
|
|
2024
Q2 | $4.74M | Sell |
2,953
-1
| -0% | -$1.61K | 0.67% | 32 |
|
|
2024
Q1 | $3.92M | Buy |
2,954
+2
| +0.1% | +$2.65K | 0.57% | 40 |
|
|
2023
Q4 | $3.3M | Sell |
2,952
-619
| -17% | -$691K | 0.53% | 33 |
|
|
2023
Q3 | $2.97M | Buy |
3,571
+226
| +7% | +$188K | 0.57% | 31 |
|
|
2023
Q2 | $2.9M | Sell |
3,345
-15
| -0.4% | -$13K | 0.56% | 30 |
|
|
2023
Q1 | $2.16M | Sell |
3,360
-74
| -2% | -$47.5K | 0.42% | 34 |
|
|
2022
Q4 | $1.92M | Sell |
3,434
-2,896
| -46% | -$1.62M | 0.37% | 37 |
|
|
2022
Q3 | $3.08M | Hold |
6,330
| – | – | 0.57% | 26 |
|
|
2022
Q2 | $3.08M | Sell |
6,330
-186
| -3% | -$90.4K | 0.57% | 26 |
|
|
2022
Q1 | $4.1M | Buy |
6,516
+1,696
| +35% | +$1.07M | 0.61% | 25 |
|
|
2021
Q4 | $3.21M | Buy |
4,820
+247
| +5% | +$164K | 0.46% | 29 |
|
|
2021
Q3 | $2.22M | Buy |
4,573
+220
| +5% | +$107K | 0.31% | 44 |
|
|
2021
Q2 | $2.08M | Sell |
4,353
-998
| -19% | -$476K | 0.29% | 40 |
|
|
2021
Q1 | $2.48M | Buy |
5,351
+1,486
| +38% | +$689K | 0.33% | 39 |
|
|
2020
Q4 | $1.69M | Buy |
3,865
+7
| +0.2% | +$3.06K | 0.29% | 47 |
|
|
2020
Q3 | $1.41M | Buy |
3,858
+817
| +27% | +$298K | 0.26% | 46 |
|
|
2020
Q2 | $960K | Buy |
3,041
+1,104
| +57% | +$349K | 0.21% | 49 |
|
|
2020
Q1 | $459K | Sell |
1,937
-2,903
| -60% | -$688K | 0.12% | 82 |
|
|
2019
Q4 | $1.53M | Buy |
4,840
+184
| +4% | +$58.2K | 0.32% | 59 |
|
|
2019
Q3 | $1.29M | Buy |
4,656
+640
| +16% | +$177K | 0.3% | 61 |
|
|
2019
Q2 | $1.16M | Buy |
4,016
+3,276
| +443% | +$943K | 0.28% | 57 |
|
|
2019
Q1 | $223K | Buy |
+740
| New | +$223K | 0.06% | 128 |
|