LRIA
Leonard Rickey Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
2,369
-136
| -5% | -$37.5K | 0.13% | 57 |
|
|
2025
Q1 | $447K | Sell |
2,505
-84
| -3% | -$15K | 0.1% | 60 |
|
|
2024
Q4 | $600K | Buy |
2,589
+38
| +1% | +$8.81K | 0.14% | 57 |
|
|
2024
Q3 | $440K | Buy |
2,551
+2,300
| +916% | +$397K | 0.1% | 64 |
|
|
2024
Q2 | $403K | Buy |
251
+8
| +3% | +$12.8K | 0.1% | 64 |
|
|
2024
Q1 | $322K | Sell |
243
-14
| -5% | -$18.6K | 0.08% | 65 |
|
|
2023
Q4 | $287K | Sell |
257
-1
| -0.4% | -$1.12K | 0.09% | 68 |
|
|
2023
Q3 | $214K | Sell |
258
-12
| -4% | -$9.96K | 0.07% | 75 |
|
|
2023
Q2 | $234K | Buy |
+270
| New | +$234K | 0.09% | 65 |
|
|
2020
Q3 | – | Sell |
-636
| Closed | -$201K | – | 61 |
|
|
2020
Q2 | $201K | Buy |
+636
| New | +$201K | 0.13% | 66 |
|
|
2020
Q1 | – | Sell |
-654
| Closed | -$207K | – | 66 |
|
|
2019
Q4 | $207K | Buy |
+654
| New | +$207K | 0.13% | 79 |
|