IP
Intellectus Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
7,240
-620
| -8% | -$171K | 0.43% | 64 |
|
|
2025
Q1 | $1.32M | Hold |
7,860
| – | – | 0.32% | 90 |
|
|
2024
Q4 | $1.82M | Hold |
7,860
| – | – | 0.4% | 67 |
|
|
2024
Q3 | $1.36M | Buy |
+7,860
| New | +$1.36M | 0.35% | 89 |
|
|
2020
Q4 | – | Sell |
-28,706
| Closed | -$10.5M | – | 235 |
|
|
2020
Q3 | $10.5M | Buy |
+28,706
| New | +$10.5M | 3.95% | 3 |
|
|
2019
Q2 | – | Sell |
-181
| Closed | -$54K | – | 203 |
|
|
2019
Q1 | $54K | Hold |
181
| – | – | 0.02% | 253 |
|
|
2018
Q4 | $46K | Sell |
181
-1,250
| -87% | -$318K | 0.03% | 153 |
|
|
2018
Q3 | $353K | Hold |
1,431
| – | – | 0.12% | 174 |
|
|
2018
Q2 | $347K | Buy |
+1,431
| New | +$347K | 0.13% | 174 |
|
|
2018
Q1 | – | Sell |
-1,681
| Closed | -$432K | – | 580 |
|
|
2017
Q4 | $432K | Hold |
1,681
| – | – | 0.16% | 147 |
|
|
2017
Q3 | $408K | Hold |
1,681
| – | – | 0.17% | 142 |
|
|
2017
Q2 | $392K | Buy |
1,681
+95
| +6% | +$22.2K | 0.18% | 137 |
|
|
2017
Q1 | $347K | Hold |
1,586
| – | – | 0.18% | 134 |
|
|
2016
Q4 | $280K | Buy |
+1,586
| New | +$280K | 0.15% | 146 |
|