Ownership history in IAM Advisory, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,980 | -1,655 | -8.4% | 1.38% | $6.2M | $346.10 |
| 2025 Q3 | REDUCED | 19,635 | -739 | -3.6% | 1.46% | $6.5M | $329.28 |
| 2025 Q2 | REDUCED | 20,374 | -350 | -1.7% | 1.35% | $5.6M | $274.65 |
| 2025 Q1 | REDUCED | 20,724 | -1,569 | -7.0% | 0.90% | $3.5M | $166.43 |
| 2024 Q4 | REDUCED | 22,293 | -237 | -1.1% | 1.31% | $5.2M | $229.76 |
| 2024 Q3 | ADDED | 22,530 | +20,178 | +857.9% | 0.98% | $3.9M | $170.50 |
| 2024 Q2 | ADDED | 2,352 | +385 | +19.6% | 1.02% | $3.8M | $158.17 |
| 2024 Q1 | REDUCED | 1,967 | -30 | -1.5% | 0.71% | $2.6M | $130.16 |
| 2023 Q4 | ADDED | 1,997 | +14 | +0.7% | 0.70% | $2.2M | $109.16 |
| 2023 Q3 | ADDED | 1,983 | +36 | +1.8% | 0.58% | $1.6M | $80.85 |
As of 2025 Q4 — sorted by position size