IWA
IVC Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,673
+221
| +6% | +$60.9K | 0.49% | 42 |
|
|
2025
Q1 | $578K | Buy |
3,452
+856
| +33% | +$143K | 0.31% | 67 |
|
|
2024
Q4 | $602K | Buy |
2,596
+199
| +8% | +$46.1K | 0.34% | 61 |
|
|
2024
Q3 | $413K | Buy |
2,397
+2,175
| +980% | +$375K | 0.23% | 92 |
|
|
2024
Q2 | $356K | Buy |
222
+9
| +4% | +$14.5K | 0.2% | 107 |
|
|
2024
Q1 | $282K | Buy |
213
+3
| +1% | +$3.98K | 0.16% | 127 |
|
|
2023
Q4 | $234K | Buy |
+210
| New | +$234K | 0.15% | 132 |
|