IPAM
Investment Partners Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
3,193
-260
| -8% | -$71.7K | 0.61% | 48 |
|
|
2025
Q1 | $578K | Sell |
3,453
-107
| -3% | -$17.9K | 0.45% | 72 |
|
|
2024
Q4 | $825K | Sell |
3,560
-10
| -0.3% | -$2.32K | 0.65% | 45 |
|
|
2024
Q3 | $616K | Buy |
3,570
+3,208
| +886% | +$553K | 0.5% | 60 |
|
|
2024
Q2 | $581K | Sell |
362
-4
| -1% | -$6.42K | 0.52% | 59 |
|
|
2024
Q1 | $485K | Buy |
366
+33
| +10% | +$43.7K | 0.44% | 75 |
|
|
2023
Q4 | $372K | Buy |
+333
| New | +$372K | 0.37% | 82 |
|