Neville Rodie & Shaw’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
49,133
+7,550
| +18% | +$2.08M | 1.01% | 28 |
|
|
2025
Q1 | $6.96M | Buy |
41,583
+318
| +0.8% | +$53.2K | 0.55% | 47 |
|
|
2024
Q4 | $9.57M | Sell |
41,265
-2,020
| -5% | -$468K | 0.7% | 38 |
|
|
2024
Q3 | $7.47M | Buy |
43,285
+3,295
| +8% | +$568K | 0.55% | 46 |
|
|
2024
Q2 | $6.42M | Buy |
39,990
+11,310
| +39% | +$1.82M | 0.49% | 49 |
|
|
2024
Q1 | $3.8M | Buy |
28,680
+18,530
| +183% | +$2.46M | 0.29% | 70 |
|
|
2023
Q4 | $1.13M | Hold |
10,150
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $843K | Hold |
10,150
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $880K | Hold |
10,150
| – | – | 0.08% | 134 |
|
|
2023
Q1 | $651K | Hold |
10,150
| – | – | 0.06% | 149 |
|
|
2022
Q4 | $567K | Sell |
10,150
-1,000
| -9% | -$55.9K | 0.05% | 166 |
|
|
2022
Q3 | $495K | Hold |
11,150
| – | – | 0.05% | 164 |
|
|
2022
Q2 | $542K | Sell |
11,150
-9,000
| -45% | -$437K | 0.05% | 168 |
|
|
2022
Q1 | $1.26M | Hold |
20,150
| – | – | 0.09% | 121 |
|
|
2021
Q4 | $1.34M | Buy |
20,150
+10,000
| +99% | +$665K | 0.1% | 118 |
|
|
2021
Q3 | $492K | Hold |
10,150
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $484K | Hold |
10,150
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $471K | Hold |
10,150
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $444K | Hold |
10,150
| – | – | 0.04% | 186 |
|
|
2020
Q3 | $369K | Buy |
10,150
+2,150
| +27% | +$78.2K | 0.03% | 189 |
|
|
2020
Q2 | $252K | Buy |
+8,000
| New | +$252K | 0.03% | 208 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$253K | – | 230 |
|
|
2019
Q4 | $253K | Hold |
8,000
| – | – | 0.02% | 223 |
|
|
2019
Q3 | $221K | Hold |
8,000
| – | – | 0.02% | 223 |
|
|
2019
Q2 | $230K | Sell |
8,000
-130
| -2% | -$3.74K | 0.02% | 225 |
|
|
2019
Q1 | $245K | Buy |
8,130
+130
| +2% | +$3.92K | 0.03% | 222 |
|
|
2018
Q4 | $203K | Buy |
+8,000
| New | +$203K | 0.02% | 219 |
|
|
2018
Q1 | – | Sell |
-8,000
| Closed | -$206K | – | 246 |
|
|
2017
Q4 | $206K | Buy |
+8,000
| New | +$206K | 0.02% | 243 |
|