IWA
Inspirion Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
964
-824
| -46% | -$227K | 0.04% | 132 |
|
|
2025
Q1 | $299K | Hold |
1,788
| – | – | 0.04% | 124 |
|
|
2024
Q4 | $409K | Buy |
1,788
+36
| +2% | +$8.23K | 0.06% | 107 |
|
|
2024
Q3 | $302K | Buy |
1,752
+1,583
| +937% | +$273K | 0.04% | 121 |
|
|
2024
Q2 | $271K | Sell |
169
-6
| -3% | -$9.63K | 0.04% | 127 |
|
|
2024
Q1 | $232K | Buy |
+175
| New | +$232K | 0.04% | 132 |
|