RCA
Ranch Capital Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
23,205
+582
| +3% | +$160K | 2.77% | 7 |
|
|
2025
Q1 | $3.79M | Sell |
22,623
-2,946
| -12% | -$493K | 1.8% | 13 |
|
|
2024
Q4 | $5.93M | Buy |
25,569
+392
| +2% | +$90.9K | 2.8% | 8 |
|
|
2024
Q3 | $4.34M | Buy |
25,177
+21,974
| +686% | +$3.79M | 2.05% | 9 |
|
|
2024
Q2 | $5.14M | Sell |
3,203
-138
| -4% | -$222K | 2.69% | 8 |
|
|
2024
Q1 | $4.43M | Hold |
3,341
| – | – | 2.39% | 8 |
|
|
2023
Q4 | $3.73M | Buy |
3,341
+19
| +0.6% | +$21.2K | 2.32% | 8 |
|
|
2023
Q3 | $2.76M | Buy |
3,322
+43
| +1% | +$35.7K | 1.93% | 9 |
|
|
2023
Q2 | $2.84M | Sell |
3,279
-938
| -22% | -$814K | 2% | 8 |
|
|
2023
Q1 | $2.71M | Buy |
4,217
+79
| +2% | +$50.7K | 1.98% | 8 |
|
|
2022
Q4 | $2.31M | Sell |
4,138
-29
| -0.7% | -$16.2K | 1.81% | 8 |
|
|
2022
Q3 | $1.85M | Buy |
4,167
+18
| +0.4% | +$7.99K | 1.51% | 13 |
|
|
2022
Q2 | $2.02M | Buy |
4,149
+253
| +6% | +$123K | 1.55% | 12 |
|
|
2022
Q1 | $2.45M | Buy |
3,896
+233
| +6% | +$147K | 1.62% | 10 |
|
|
2021
Q4 | $2.44M | Buy |
3,663
+30
| +0.8% | +$20K | 1.58% | 9 |
|
|
2021
Q3 | $1.76M | Buy |
+3,633
| New | +$1.76M | 1.1% | 18 |
|
|
2021
Q2 | – | Sell |
-3,011
| Closed | -$1.4M | – | 19 |
|
|
2021
Q1 | $1.4M | Buy |
3,011
+299
| +11% | +$139K | 0.92% | 20 |
|
|
2020
Q4 | $1.19M | Buy |
2,712
+71
| +3% | +$31.1K | 0.85% | 23 |
|
|
2020
Q3 | $962K | Sell |
2,641
-119
| -4% | -$43.3K | 0.77% | 29 |
|
|
2020
Q2 | $903K | Sell |
2,760
-50
| -2% | -$16.4K | 0.71% | 34 |
|
|
2020
Q1 | $666K | Buy |
2,810
+1,052
| +60% | +$249K | 0.66% | 33 |
|
|
2019
Q4 | $556K | Buy |
1,758
+386
| +28% | +$122K | 0.45% | 64 |
|
|
2019
Q3 | $379K | Buy |
+1,372
| New | +$379K | 0.41% | 86 |
|