HR
Howe & Rusling’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9M | Buy |
188,256
+9,766
| +5% | +$2.69M | 3.83% | 3 |
|
|
2025
Q1 | $29.9M | Sell |
178,490
-22,064
| -11% | -$3.69M | 2.51% | 9 |
|
|
2024
Q4 | $46.5M | Sell |
200,554
-5,685
| -3% | -$1.32M | 4.01% | 2 |
|
|
2024
Q3 | $35.6M | Buy |
206,239
+185,816
| +910% | +$32.1M | 3.06% | 6 |
|
|
2024
Q2 | $32.8M | Buy |
20,423
+274
| +1% | +$440K | 2.99% | 5 |
|
|
2024
Q1 | $26.7M | Buy |
20,149
+108
| +0.5% | +$143K | 2.56% | 8 |
|
|
2023
Q4 | $22.4M | Buy |
20,041
+1,809
| +10% | +$2.02M | 2.37% | 9 |
|
|
2023
Q3 | $15.1M | Buy |
18,232
+86
| +0.5% | +$71.4K | 1.79% | 14 |
|
|
2023
Q2 | $15.7M | Sell |
18,146
-298
| -2% | -$259K | 1.76% | 13 |
|
|
2023
Q1 | $11.8M | Buy |
18,444
+213
| +1% | +$137K | 1.41% | 19 |
|
|
2022
Q4 | $10.2M | Sell |
18,231
-110
| -0.6% | -$61.5K | 1.28% | 24 |
|
|
2022
Q3 | $8.14M | Sell |
18,341
-48
| -0.3% | -$21.3K | 1.08% | 32 |
|
|
2022
Q2 | $8.93M | Buy |
18,389
+220
| +1% | +$107K | 1.13% | 30 |
|
|
2022
Q1 | $11.4M | Buy |
18,169
+223
| +1% | +$140K | 1.32% | 22 |
|
|
2021
Q4 | $11.9M | Sell |
17,946
-31
| -0.2% | -$20.6K | 1.4% | 18 |
|
|
2021
Q3 | $8.72M | Sell |
17,977
-79
| -0.4% | -$38.3K | 1.09% | 30 |
|
|
2021
Q2 | $8.61M | Buy |
18,056
+13
| +0.1% | +$6.2K | 1.09% | 34 |
|
|
2021
Q1 | $8.37M | Buy |
18,043
+17,259
| +2,201% | +$8M | 1.14% | 29 |
|
|
2020
Q4 | $343K | Sell |
784
-8
| -1% | -$3.5K | 0.05% | 122 |
|
|
2020
Q3 | $289K | Sell |
792
-393
| -33% | -$143K | 0.05% | 125 |
|
|
2020
Q2 | $374K | Sell |
1,185
-2,872
| -71% | -$906K | 0.07% | 103 |
|
|
2020
Q1 | $962K | Sell |
4,057
-35,090
| -90% | -$8.32M | 0.21% | 73 |
|
|
2019
Q4 | $12.4M | Buy |
39,147
+353
| +0.9% | +$112K | 2.05% | 10 |
|
|
2019
Q3 | $10.7M | Sell |
38,794
-10,963
| -22% | -$3.03M | 1.88% | 12 |
|
|
2019
Q2 | $14.3M | Sell |
49,757
-1,977
| -4% | -$569K | 2.47% | 5 |
|
|
2019
Q1 | $15.6M | Sell |
51,734
-14,794
| -22% | -$4.45M | 2.69% | 5 |
|
|
2018
Q4 | $16.9M | Buy |
66,528
+124
| +0.2% | +$31.5K | 3.58% | 2 |
|
|
2018
Q3 | $16.4M | Sell |
66,404
-613
| -0.9% | -$151K | 2.74% | 5 |
|
|
2018
Q2 | $16.3M | Buy |
67,017
+1,008
| +2% | +$245K | 2.94% | 2 |
|
|
2018
Q1 | $15.6M | Buy |
66,009
+23,063
| +54% | +$5.43M | 2.82% | 2 |
|
|
2017
Q4 | $11M | Sell |
42,946
-362
| -0.8% | -$93K | 2.01% | 11 |
|
|
2017
Q3 | $10.5M | Buy |
43,308
+19,238
| +80% | +$4.67M | 1.94% | 11 |
|
|
2017
Q2 | $5.61M | Sell |
24,070
-6,716
| -22% | -$1.57M | 1.14% | 34 |
|
|
2017
Q1 | $6.74M | Sell |
30,786
-4,423
| -13% | -$968K | 1.35% | 26 |
|
|
2016
Q4 | $6.22M | Sell |
35,209
-1,464
| -4% | -$259K | 1.37% | 25 |
|
|
2016
Q3 | $6.33M | Sell |
36,673
-5,125
| -12% | -$884K | 1.36% | 25 |
|
|
2016
Q2 | $6.5M | Sell |
41,798
-2,266
| -5% | -$352K | 1.43% | 17 |
|
|
2016
Q1 | $6.81M | Sell |
44,064
-823
| -2% | -$127K | 1.53% | 11 |
|
|
2015
Q4 | $6.52M | Sell |
44,887
-93
| -0.2% | -$13.5K | 1.5% | 16 |
|
|
2015
Q3 | $5.62M | Buy |
44,980
+44,368
| +7,250% | +$5.55M | 1.4% | 23 |
|
|
2015
Q2 | $81K | Sell |
612
-8
| -1% | -$1.06K | 0.02% | 242 |
|
|
2015
Q1 | $79K | Sell |
620
-347
| -36% | -$44.2K | 0.02% | 234 |
|
|
2014
Q4 | $97K | Buy |
967
+12
| +1% | +$1.2K | 0.02% | 204 |
|
|
2014
Q3 | $83K | Buy |
+955
| New | +$83K | 0.02% | 224 |
|
|
2014
Q2 | – | Sell |
-1,882
| Closed | -$121K | – | 831 |
|
|
2014
Q1 | $121K | Buy |
1,882
+100
| +6% | +$6.43K | 0.03% | 190 |
|
|
2013
Q4 | $94K | Sell |
1,782
-745
| -29% | -$39.3K | 0.02% | 210 |
|
|
2013
Q3 | $108K | Buy |
2,527
+427
| +20% | +$18.2K | 0.04% | 191 |
|
|
2013
Q2 | $78K | Buy |
+2,100
| New | +$78K | 0.02% | 257 |
|