B. Riley Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.44K | Buy |
70,760
+5,120
| +8% | +$249 | ﹤0.01% | 167 |
|
|
2022
Q1 | $4.13M | Sell |
65,640
-7,380
| -10% | -$465K | 0.32% | 79 |
|
|
2021
Q4 | $4.86M | Buy |
73,020
+7,820
| +12% | +$520K | 0.34% | 71 |
|
|
2021
Q3 | $3.16M | Buy |
65,200
+1,140
| +2% | +$55.3K | 0.24% | 97 |
|
|
2021
Q2 | $3.06M | Buy |
64,060
+540
| +0.9% | +$25.8K | 0.34% | 75 |
|
|
2021
Q1 | $2.95M | Buy |
63,520
+1,920
| +3% | +$89K | 0.34% | 78 |
|
|
2020
Q4 | $2.7M | Sell |
61,600
-8,960
| -13% | -$392K | 0.35% | 77 |
|
|
2020
Q3 | $2.57M | Buy |
70,560
+7,120
| +11% | +$259K | 0.3% | 76 |
|
|
2020
Q2 | $2M | Sell |
63,440
-380
| -0.6% | -$12K | 0.22% | 102 |
|
|
2020
Q1 | $1.51M | Buy |
63,820
+7,800
| +14% | +$185K | 0.16% | 128 |
|
|
2019
Q4 | $1.77M | Buy |
56,020
+250
| +0.4% | +$7.9K | 0.27% | 89 |
|
|
2019
Q3 | $1.54M | Buy |
55,770
+2,750
| +5% | +$75.9K | 0.27% | 85 |
|
|
2019
Q2 | $1.53K | Sell |
53,020
-9,540
| -15% | -$275 | 0.23% | 84 |
|
|
2019
Q1 | $1.88M | Sell |
62,560
-1,140
| -2% | -$34.3K | 0.33% | 71 |
|
|
2018
Q4 | $1.62M | Sell |
63,700
-1,020
| -2% | -$25.9K | 0.34% | 66 |
|
|
2018
Q3 | $1.6M | Buy |
+64,720
| New | +$1.6M | 0.39% | 57 |
|
|
2015
Q3 | – | Sell |
-4,510
| Closed | -$59K | – | 184 |
|
|
2015
Q2 | $59K | Buy |
4,510
+3,510
| +351% | +$45.9K | 0.05% | 376 |
|
|
2015
Q1 | $12K | Buy |
+1,000
| New | +$12K | 0.01% | 719 |
|
|
2014
Q3 | – | Sell |
-2,350
| Closed | -$16K | – | 1062 |
|
|
2014
Q2 | $16K | Buy |
+2,350
| New | +$16K | 0.01% | 708 |
|