Rational 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 | $1.29M | Sell |
4,691
-13
| -0.3% | -$3.58K | 0.13% | 76 |
|
|
2025
Q1 | $788K | Buy |
4,704
+1,355
| +40% | +$227K | 0.08% | 88 |
|
|
2024
Q4 | $776K | Buy |
3,349
+506
| +18% | +$117K | 0.08% | 83 |
|
|
2024
Q3 | $490K | Sell |
2,843
-8,547
| -75% | -$1.47M | 0.05% | 91 |
|
|
2024
Q2 | $1.83M | Buy |
11,390
+5,890
| +107% | +$946K | 0.18% | 59 |
|
|
2024
Q1 | $729K | Sell |
5,500
-3,910
| -42% | -$518K | 0.07% | 89 |
|
|
2023
Q4 | $1.05M | Buy |
9,410
+1,170
| +14% | +$131K | 0.11% | 69 |
|
|
2023
Q3 | $684K | Sell |
8,240
-4,340
| -34% | -$360K | 0.06% | 81 |
|
|
2023
Q2 | $1.09M | Sell |
12,580
-16,040
| -56% | -$1.39M | 0.09% | 81 |
|
|
2023
Q1 | $1.84M | Buy |
+28,620
| New | +$1.84M | 0.15% | 62 |
|
|
2022
Q4 | – | Sell |
-41,240
| Closed | -$1.83M | – | 244 |
|
|
2022
Q3 | $1.83M | Buy |
+41,240
| New | +$1.83M | 0.14% | 55 |
|
|
2020
Q4 | – | Sell |
-10,100
| Closed | -$368K | – | 234 |
|
|
2020
Q3 | $368K | Buy |
10,100
+5,290
| +110% | +$193K | 0.16% | 122 |
|
|
2020
Q2 | $152K | Buy |
+4,810
| New | +$152K | 0.08% | 151 |
|
|
2020
Q1 | – | Sell |
-14,600
| Closed | -$461K | – | 187 |
|
|
2019
Q4 | $461K | Buy |
14,600
+9,960
| +215% | +$314K | 0.22% | 130 |
|
|
2019
Q3 | $128K | Buy |
4,640
+2,510
| +118% | +$69.2K | 0.05% | 271 |
|
|
2019
Q2 | $62K | Sell |
2,130
-144,880
| -99% | -$4.22M | 0.02% | 317 |
|
|
2019
Q1 | $4.42M | Buy |
147,010
+133,970
| +1,027% | +$4.03M | 1.2% | 16 |
|
|
2018
Q4 | $332K | Buy |
13,040
+8,970
| +220% | +$228K | 0.1% | 141 |
|
|
2018
Q3 | $101K | Sell |
4,070
-37,530
| -90% | -$931K | 0.02% | 237 |
|
|
2018
Q2 | $1.01M | Sell |
41,600
-28,640
| -41% | -$695K | 0.47% | 81 |
|
|
2018
Q1 | $1.66M | Buy |
70,240
+15,180
| +28% | +$358K | 0.78% | 35 |
|
|
2017
Q4 | $1.41M | Sell |
55,060
-1,860
| -3% | -$47.8K | 0.73% | 42 |
|
|
2017
Q3 | $1.38M | Buy |
56,920
+38,430
| +208% | +$932K | 0.74% | 44 |
|
|
2017
Q2 | $431K | Buy |
+18,490
| New | +$431K | 0.27% | 112 |
|