Curi RMB Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.1M | Buy |
87,319
+27,670
| +46% | +$7.63M | 0.46% | 53 |
|
2025
Q1 | $9.99M | Buy |
59,649
+45,133
| +311% | +$7.56M | 0.25% | 119 |
|
2024
Q4 | $3.37M | Sell |
14,516
-1,329
| -8% | -$308K | 0.08% | 224 |
|
2024
Q3 | $2.73M | Buy |
15,845
+3,965
| +33% | +$684K | 0.06% | 236 |
|
2024
Q2 | $1.91M | Sell |
11,880
-5,950
| -33% | -$955K | 0.05% | 265 |
|
2024
Q1 | $2.36M | Sell |
17,830
-2,220
| -11% | -$294K | 0.05% | 253 |
|
2023
Q4 | $2.24M | Buy |
20,050
+1,100
| +6% | +$123K | 0.07% | 225 |
|
2023
Q3 | $1.57M | Buy |
18,950
+670
| +4% | +$55.6K | 0.05% | 244 |
|
2023
Q2 | $1.59M | Sell |
18,280
-5,450
| -23% | -$473K | 0.05% | 246 |
|
2023
Q1 | $1.52M | Buy |
23,730
+70
| +0.3% | +$4.49K | 0.05% | 244 |
|
2022
Q4 | $1.32M | Sell |
23,660
-230
| -1% | -$12.9K | 0.05% | 256 |
|
2022
Q3 | $1.06M | Sell |
23,890
-1,810
| -7% | -$80.4K | 0.04% | 274 |
|
2022
Q2 | $1.25M | Sell |
25,700
-90
| -0.3% | -$4.37K | 0.04% | 251 |
|
2022
Q1 | $1.62M | Sell |
25,790
-3,030
| -11% | -$191K | 0.05% | 209 |
|
2021
Q4 | $1.92M | Buy |
28,820
+4,250
| +17% | +$283K | 0.06% | 208 |
|
2021
Q3 | $1.19M | Hold |
24,570
| – | – | 0.04% | 256 |
|
2021
Q2 | $1.17M | Hold |
24,570
| – | – | 0.04% | 265 |
|
2021
Q1 | $1.14M | Sell |
24,570
-3,830
| -13% | -$178K | 0.04% | 246 |
|
2020
Q4 | $1.24M | Sell |
28,400
-2,180
| -7% | -$95.4K | 0.05% | 285 |
|
2020
Q3 | $1.11M | Buy |
30,580
+11,320
| +59% | +$412K | 0.05% | 274 |
|
2020
Q2 | $608K | Buy |
+19,260
| New | +$608K | 0.03% | 371 |
|
2019
Q1 | – | Sell |
-9,380
| Closed | -$239K | – | 751 |
|
2018
Q4 | $239K | Buy |
9,380
+590
| +7% | +$15K | 0.01% | 765 |
|
2018
Q3 | $217K | Buy |
+8,790
| New | +$217K | 0.01% | 787 |
|
2018
Q2 | – | Sell |
-26,150
| Closed | -$616K | – | 870 |
|
2018
Q1 | $616K | Sell |
26,150
-3,000
| -10% | -$70.7K | 0.02% | 557 |
|
2017
Q4 | $749K | Buy |
29,150
+1,900
| +7% | +$48.8K | 0.02% | 505 |
|
2017
Q3 | $661K | Sell |
27,250
-170
| -0.6% | -$4.12K | 0.02% | 452 |
|
2017
Q2 | $639K | Buy |
27,420
+2,040
| +8% | +$47.5K | 0.02% | 474 |
|
2017
Q1 | $556K | Buy |
+25,380
| New | +$556K | 0.02% | 330 |
|