IW
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Instrumental Wealth’s Broadcom AVGO Stock Holding History

Instrumental Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
1,782
+118
+7% +$33.2K 0.4% 29
2025
Q1 		$320K Buy
1,664
+292
+21% +$56.1K 0.29% 41
2024
Q4 		$300K Buy
1,372
+73
+6% +$16K 0.28% 39
2024
Q3 		$237K Buy
+1,299
New +$237K 0.23% 39