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