Integrated Wealth Concepts’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
119,507
+6,641
| +6% | +$1.83M | 0.33% | 58 |
|
|
2025
Q1 | $18.9M | Sell |
112,866
-23,270
| -17% | -$3.9M | 0.22% | 106 |
|
|
2024
Q4 | $31.6M | Buy |
136,136
+18,475
| +16% | +$4.28M | 0.37% | 54 |
|
|
2024
Q3 | $20.3M | Buy |
117,661
+5,611
| +5% | +$968K | 0.25% | 92 |
|
|
2024
Q2 | $18M | Buy |
112,050
+3,530
| +3% | +$567K | 0.25% | 92 |
|
|
2024
Q1 | $14.4M | Buy |
108,520
+6,530
| +6% | +$866K | 0.21% | 117 |
|
|
2023
Q4 | $11.4M | Buy |
101,990
+14,740
| +17% | +$1.65M | 0.19% | 130 |
|
|
2023
Q3 | $7.25M | Sell |
87,250
-3,080
| -3% | -$256K | 0.13% | 175 |
|
|
2023
Q2 | $7.84M | Buy |
90,330
+17,600
| +24% | +$1.53M | 0.13% | 166 |
|
|
2023
Q1 | $4.67M | Sell |
72,730
-5,580
| -7% | -$358K | 0.1% | 207 |
|
|
2022
Q4 | $4.38M | Buy |
78,310
+3,380
| +5% | +$189K | 0.12% | 172 |
|
|
2022
Q3 | $3.33M | Buy |
74,930
+860
| +1% | +$38.2K | 0.11% | 186 |
|
|
2022
Q2 | $3.6M | Buy |
74,070
+4,610
| +7% | +$224K | 0.11% | 177 |
|
|
2022
Q1 | $4.37M | Buy |
69,460
+15,080
| +28% | +$950K | 0.13% | 148 |
|
|
2021
Q4 | $3.62M | Buy |
54,380
+21,120
| +63% | +$1.41M | 0.11% | 165 |
|
|
2021
Q3 | $1.61M | Buy |
33,260
+9,250
| +39% | +$449K | 0.05% | 280 |
|
|
2021
Q2 | $1.15M | Buy |
24,010
+370
| +2% | +$17.6K | 0.04% | 325 |
|
|
2021
Q1 | $1.1M | Sell |
23,640
-1,060
| -4% | -$49.1K | 0.05% | 277 |
|
|
2020
Q4 | $1.08M | Buy |
24,700
+2,700
| +12% | +$118K | 0.05% | 236 |
|
|
2020
Q3 | $801K | Sell |
22,000
-150
| -0.7% | -$5.46K | 0.05% | 252 |
|
|
2020
Q2 | $699K | Sell |
22,150
-2,270
| -9% | -$71.6K | 0.05% | 223 |
|
|
2020
Q1 | $579K | Buy |
24,420
+3,390
| +16% | +$80.4K | 0.05% | 204 |
|
|
2019
Q4 | $665K | Buy |
+21,030
| New | +$665K | 0.06% | 224 |
|