BRWA
B. Riley Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
+67,653
| New | +$18.6M | 0.88% | 15 |
|
|
2024
Q4 | $26.9M | Sell |
116,117
-22,570
| -16% | -$5.23M | 0.88% | 12 |
|
|
2024
Q3 | $23.9M | Buy |
138,687
+119,553
| +625% | +$20.6M | 0.66% | 19 |
|
|
2024
Q2 | $30.7M | Sell |
19,134
-8,013
| -30% | -$12.9M | 0.78% | 17 |
|
|
2024
Q1 | $22.5M | Sell |
27,147
-18
| -0.1% | -$15K | 0.61% | 31 |
|
|
2023
Q4 | $30.3M | Buy |
27,165
+18
| +0.1% | +$20.1K | 0.82% | 13 |
|
|
2023
Q3 | $22.5M | Buy |
27,147
+262
| +1% | +$218K | 0.61% | 31 |
|
|
2023
Q2 | $23.3M | Sell |
26,885
-1,757
| -6% | -$1.52M | 0.52% | 34 |
|
|
2023
Q1 | $18.4M | Buy |
28,642
+86
| +0.3% | +$55.2K | 0.49% | 38 |
|
|
2022
Q4 | $16M | Buy |
28,556
+766
| +3% | +$428K | 0.45% | 46 |
|
|
2022
Q3 | $12.3M | Buy |
27,790
+6,036
| +28% | +$2.68M | 0.37% | 57 |
|
|
2022
Q2 | $10.6M | Sell |
21,754
-2,019
| -8% | -$981K | 0.44% | 44 |
|
|
2022
Q1 | $15M | Sell |
23,773
-1,378
| -5% | -$868K | 0.49% | 33 |
|
|
2021
Q4 | $16.7M | Buy |
25,151
+2,775
| +12% | +$1.85M | 0.48% | 32 |
|
|
2021
Q3 | $10.9M | Buy |
22,376
+725
| +3% | +$352K | 0.35% | 58 |
|
|
2021
Q2 | $10.3M | Buy |
21,651
+3,574
| +20% | +$1.7M | 0.34% | 60 |
|
|
2021
Q1 | $8.38M | Buy |
18,077
+8,324
| +85% | +$3.86M | 0.3% | 71 |
|
|
2020
Q4 | $4.27M | Sell |
9,753
-6,515
| -40% | -$2.85M | 0.23% | 101 |
|
|
2020
Q3 | $5.84M | Buy |
16,268
+3,447
| +27% | +$1.24M | 0.31% | 81 |
|
|
2020
Q2 | $4.05M | Buy |
12,821
+600
| +5% | +$189K | 0.27% | 95 |
|
|
2020
Q1 | $2.9M | Buy |
12,221
+5,259
| +76% | +$1.25M | 0.25% | 99 |
|
|
2019
Q4 | $2.2M | Buy |
6,962
+294
| +4% | +$93K | 0.19% | 123 |
|
|
2019
Q3 | $1.84M | Buy |
6,668
+1,103
| +20% | +$305K | 0.18% | 128 |
|
|
2019
Q2 | $1.6M | Buy |
5,565
+1,309
| +31% | +$377K | 0.18% | 121 |
|
|
2019
Q1 | $1.28M | Sell |
4,256
-2,196
| -34% | -$661K | 0.16% | 143 |
|
|
2018
Q4 | $1.64M | Sell |
6,452
-99
| -2% | -$25.2K | 0.23% | 98 |
|
|
2018
Q3 | $1.62M | Sell |
6,551
-1,470
| -18% | -$363K | 0.19% | 123 |
|
|
2018
Q2 | $1.95M | Sell |
8,021
-2,892
| -27% | -$702K | 0.26% | 90 |
|
|
2018
Q1 | $2.57M | Sell |
10,913
-1,117
| -9% | -$263K | 0.36% | 68 |
|
|
2017
Q4 | $3.09M | Buy |
12,030
+858
| +8% | +$221K | 0.42% | 60 |
|
|
2017
Q3 | $2.71M | Buy |
11,172
+6,589
| +144% | +$1.6M | 0.45% | 52 |
|
|
2017
Q2 | $1.07M | Buy |
4,583
+335
| +8% | +$78.1K | 0.19% | 138 |
|
|
2017
Q1 | $931K | Buy |
4,248
+255
| +6% | +$55.9K | 0.19% | 138 |
|
|
2016
Q4 | $707K | Buy |
3,993
+123
| +3% | +$21.8K | 0.14% | 170 |
|
|
2016
Q3 | $669K | Buy |
3,870
+745
| +24% | +$129K | 0.13% | 192 |
|
|
2016
Q2 | $487K | Sell |
3,125
-1,045
| -25% | -$163K | 0.1% | 255 |
|
|
2016
Q1 | $644K | Buy |
+4,170
| New | +$644K | 0.15% | 169 |
|
|
2015
Q1 | – | Sell |
-858
| Closed | -$437 | – | 672 |
|
|
2014
Q4 | $437 | Buy |
+858
| New | +$437 | 0.01% | 983 |
|
|
2014
Q3 | – | Sell |
-1,840
| Closed | -$133K | – | 741 |
|
|
2014
Q2 | $133K | Buy |
+1,840
| New | +$133K | 0.03% | 607 |
|