IPG Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Sell |
24,813
-2,511
| -9% | -$692K | 1.33% | 20 |
|
|
2025
Q1 | $4.57M | Buy |
27,324
+7,334
| +37% | +$1.23M | 1.04% | 24 |
|
|
2024
Q4 | $4.63M | Sell |
19,990
-2,575
| -11% | -$597K | 1.05% | 26 |
|
|
2024
Q3 | $3.89M | Buy |
22,565
+20,535
| +1,012% | +$3.54M | 0.85% | 32 |
|
|
2024
Q2 | $326K | Sell |
2,030
-650
| -24% | -$104K | 0.07% | 121 |
|
|
2024
Q1 | $355K | Buy |
+2,680
| New | +$355K | 0.08% | 116 |
|
|
2023
Q4 | – | Sell |
-3,690
| Closed | -$306K | – | 198 |
|
|
2023
Q3 | $306K | Buy |
+3,690
| New | +$306K | 0.07% | 126 |
|
|
2023
Q2 | – | Sell |
-11,050
| Closed | -$709K | – | 173 |
|
|
2023
Q1 | $709K | Sell |
11,050
-8,900
| -45% | -$571K | 0.16% | 78 |
|
|
2022
Q4 | $1.12M | Buy |
19,950
+9,700
| +95% | +$542K | 0.31% | 48 |
|
|
2022
Q3 | $455K | Buy |
+10,250
| New | +$455K | 0.13% | 77 |
|
|
2022
Q2 | – | Sell |
-14,090
| Closed | -$887K | – | 164 |
|
|
2022
Q1 | $887K | Buy |
14,090
+8,790
| +166% | +$553K | 0.17% | 69 |
|
|
2021
Q4 | $353K | Sell |
5,300
-10,000
| -65% | -$666K | 0.06% | 134 |
|
|
2021
Q3 | $742K | Sell |
15,300
-2,100
| -12% | -$102K | 0.23% | 55 |
|
|
2021
Q2 | $830K | Sell |
17,400
-700
| -4% | -$33.4K | 0.24% | 61 |
|
|
2021
Q1 | $839K | Buy |
18,100
+1,250
| +7% | +$58K | 0.16% | 93 |
|
|
2020
Q4 | $738K | Buy |
+16,850
| New | +$738K | 0.17% | 75 |
|
|
2020
Q3 | – | Sell |
-11,050
| Closed | -$349K | – | 156 |
|
|
2020
Q2 | $349K | Hold |
11,050
| – | – | 0.12% | 92 |
|
|
2020
Q1 | $262K | Buy |
11,050
+2,100
| +23% | +$49.8K | 0.11% | 94 |
|
|
2019
Q4 | $283K | Buy |
8,950
+400
| +5% | +$12.6K | 0.09% | 106 |
|
|
2019
Q3 | $236K | Hold |
8,550
| – | – | 0.08% | 108 |
|
|
2019
Q2 | $246K | Sell |
8,550
-18,100
| -68% | -$521K | 0.09% | 115 |
|
|
2019
Q1 | $801K | Buy |
26,650
+3,650
| +16% | +$110K | 0.27% | 54 |
|
|
2018
Q4 | $585K | Hold |
23,000
| – | – | 0.22% | 60 |
|
|
2018
Q3 | $567K | Hold |
23,000
| – | – | 0.18% | 77 |
|
|
2018
Q2 | $558K | Buy |
+23,000
| New | +$558K | 0.2% | 77 |
|
|
2018
Q1 | – | Sell |
-24,250
| Closed | -$623K | – | 149 |
|
|
2017
Q4 | $623K | Buy |
+24,250
| New | +$623K | 0.26% | 56 |
|