IPW

IronBridge Private Wealth’s Broadcom AVGO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$298K	Buy	1,778 +187	+12%	+$31.3K	0.12%	41
2024 Q4	$369K	Buy	+1,591	New	+$369K	0.14%	39
2021 Q2	–	Sell	-9,158	Closed	-$4.25M	–	272
2021 Q1	$4.25M	Buy	+9,158	New	+$4.25M	2.7%	15