IFWM
Institute for Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
22,846
-1,464
| -6% | -$404K | 0.7% | 20 |
|
|
2025
Q1 | $4.07M | Buy |
24,310
+226
| +0.9% | +$37.8K | 0.52% | 36 |
|
|
2024
Q4 | $5.58M | Buy |
24,084
+4
| +0% | +$927 | 0.7% | 19 |
|
|
2024
Q3 | $4.15M | Buy |
24,080
+21,687
| +906% | +$3.74M | 0.52% | 35 |
|
|
2024
Q2 | $3.84M | Sell |
2,393
-34
| -1% | -$54.6K | 0.51% | 36 |
|
|
2024
Q1 | $3.22M | Sell |
2,427
-74
| -3% | -$98.1K | 0.41% | 41 |
|
|
2023
Q4 | $2.79M | Sell |
2,501
-32
| -1% | -$35.7K | 0.45% | 42 |
|
|
2023
Q3 | $2.1M | Sell |
2,533
-29
| -1% | -$24.1K | 0.38% | 59 |
|
|
2023
Q2 | $2.22M | Buy |
2,562
+55
| +2% | +$47.7K | 0.37% | 57 |
|
|
2023
Q1 | $1.61M | Sell |
2,507
-13
| -0.5% | -$8.34K | 0.31% | 80 |
|
|
2022
Q4 | $1.41M | Sell |
2,520
-15
| -0.6% | -$8.39K | 0.3% | 91 |
|
|
2022
Q3 | $1.13M | Hold |
2,535
| – | – | 0.25% | 104 |
|
|
2022
Q2 | $1.23M | Buy |
2,535
+20
| +0.8% | +$9.71K | 0.24% | 108 |
|
|
2022
Q1 | $1.58M | Buy |
2,515
+26
| +1% | +$16.4K | 0.26% | 97 |
|
|
2021
Q4 | $1.66M | Buy |
2,489
+30
| +1% | +$20K | 0.27% | 90 |
|
|
2021
Q3 | $1.19M | Sell |
2,459
-13
| -0.5% | -$6.3K | 0.21% | 121 |
|
|
2021
Q2 | $1.18M | Buy |
2,472
+1
| +0% | +$477 | 0.21% | 122 |
|
|
2021
Q1 | $1.15M | Buy |
2,471
+202
| +9% | +$93.7K | 0.22% | 120 |
|
|
2020
Q4 | $993K | Buy |
2,269
+147
| +7% | +$64.3K | 0.2% | 128 |
|
|
2020
Q3 | $773K | Buy |
2,122
+10
| +0.5% | +$3.64K | 0.18% | 147 |
|
|
2020
Q2 | $667K | Buy |
2,112
+1,247
| +144% | +$394K | 0.16% | 168 |
|
|
2020
Q1 | $205K | Sell |
865
-22
| -2% | -$5.21K | 0.06% | 359 |
|
|
2019
Q4 | $280K | Sell |
887
-6
| -0.7% | -$1.89K | 0.06% | 357 |
|
|
2019
Q3 | $247K | Sell |
893
-396
| -31% | -$110K | 0.06% | 361 |
|
|
2019
Q2 | $371K | Sell |
1,289
-17
| -1% | -$4.89K | 0.08% | 309 |
|
|
2019
Q1 | $393K | Sell |
1,306
-284
| -18% | -$85.5K | 0.09% | 285 |
|
|
2018
Q4 | $404K | Buy |
+1,590
| New | +$404K | 0.17% | 169 |
|