Frank Rimerman Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
67,114
-6,104
| -8% | -$1.68M | 1.24% | 14 |
|
|
2025
Q1 | $12.3M | Buy |
73,218
+675
| +0.9% | +$113K | 0.97% | 15 |
|
|
2024
Q4 | $16.8M | Sell |
72,543
-7,958
| -10% | -$1.84M | 1.22% | 15 |
|
|
2024
Q3 | $13.9M | Sell |
80,501
-16,999
| -17% | -$2.93M | 0.99% | 16 |
|
|
2024
Q2 | $15.7M | Buy |
97,500
+89,400
| +1,104% | +$14.4M | 1.11% | 15 |
|
|
2024
Q1 | $1.07M | Hold |
8,100
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $904K | Buy |
+8,100
| New | +$904K | 0.19% | 53 |
|
|
2023
Q3 | – | Sell |
-4,570
| Closed | -$396K | – | 104 |
|
|
2023
Q2 | $396K | Sell |
4,570
-1,490
| -25% | -$129K | 0.09% | 69 |
|
|
2023
Q1 | $389K | Sell |
6,060
-30
| -0.5% | -$1.93K | 0.11% | 67 |
|
|
2022
Q4 | $341K | Sell |
6,090
-30
| -0.5% | -$1.68K | 0.11% | 65 |
|
|
2022
Q3 | $272K | Buy |
6,120
+280
| +5% | +$12.4K | 0.1% | 69 |
|
|
2022
Q2 | $284K | Buy |
+5,840
| New | +$284K | 0.11% | 66 |
|