Investment Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $580K | Buy |
2,103
+27
| +1% | +$7.44K | 0.19% | 73 |
|
2025
Q1 | $348K | Buy |
2,076
+447
| +27% | +$74.9K | 0.13% | 87 |
|
2024
Q4 | $378K | Sell |
1,629
-771
| -32% | -$179K | 0.13% | 84 |
|
2024
Q3 | $414K | Buy |
2,400
+190
| +9% | +$32.8K | 0.15% | 84 |
|
2024
Q2 | $355K | Buy |
2,210
+20
| +0.9% | +$3.21K | 0.13% | 91 |
|
2024
Q1 | $291K | Buy |
2,190
+30
| +1% | +$3.98K | 0.11% | 100 |
|
2023
Q4 | $241K | Buy |
+2,160
| New | +$241K | 0.1% | 103 |
|