RBA Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Sell |
32,538
-714
| -2% | -$197K | 3.34% | 2 |
|
|
2025
Q1 | $5.57M | Sell |
33,252
-18,247
| -35% | -$3.06M | 2.2% | 12 |
|
|
2024
Q4 | $11.9M | Sell |
51,499
-2,497
| -5% | -$579K | 4.55% | 1 |
|
|
2024
Q3 | $9.31M | Sell |
53,996
-614
| -1% | -$106K | 3.59% | 2 |
|
|
2024
Q2 | $8.77M | Sell |
54,610
-4,530
| -8% | -$727K | 3.51% | 3 |
|
|
2024
Q1 | $7.84M | Sell |
59,140
-10,770
| -15% | -$1.43M | 3.18% | 2 |
|
|
2023
Q4 | $7.8M | Sell |
69,910
-4,000
| -5% | -$447K | 3.41% | 2 |
|
|
2023
Q3 | $6.14M | Sell |
73,910
-660
| -0.9% | -$54.8K | 2.95% | 5 |
|
|
2023
Q2 | $6.47M | Sell |
74,570
-850
| -1% | -$73.7K | 3.02% | 4 |
|
|
2023
Q1 | $4.84M | Buy |
75,420
+5,950
| +9% | +$382K | 2.41% | 13 |
|
|
2022
Q4 | $3.88M | Buy |
69,470
+2,160
| +3% | +$121K | 2.04% | 23 |
|
|
2022
Q3 | $2.99M | Buy |
67,310
+2,540
| +4% | +$113K | 1.72% | 30 |
|
|
2022
Q2 | $3.15M | Buy |
64,770
+2,410
| +4% | +$117K | 1.74% | 32 |
|
|
2022
Q1 | $3.93M | Buy |
62,360
+4,950
| +9% | +$312K | 1.89% | 23 |
|
|
2021
Q4 | $3.82M | Buy |
57,410
+7,670
| +15% | +$510K | 1.8% | 24 |
|
|
2021
Q3 | $2.41M | Sell |
49,740
-2,870
| -5% | -$139K | 5.82% | 8 |
|
|
2021
Q2 | $2.51M | Sell |
52,610
-1,860
| -3% | -$88.7K | 5.33% | 8 |
|
|
2021
Q1 | $2.53M | Sell |
54,470
-880
| -2% | -$40.8K | 2.14% | 17 |
|
|
2020
Q4 | $2.42M | Sell |
55,350
-8,390
| -13% | -$367K | 1.46% | 29 |
|
|
2020
Q3 | $2.32M | Sell |
63,740
-6,270
| -9% | -$228K | 1.57% | 24 |
|
|
2020
Q2 | $2.21M | Sell |
70,010
-340
| -0.5% | -$10.7K | 1.61% | 23 |
|
|
2020
Q1 | $1.67M | Sell |
70,350
-6,540
| -9% | -$155K | 1.44% | 31 |
|
|
2019
Q4 | $2.42M | Sell |
76,890
-3,650
| -5% | -$115K | 1.65% | 31 |
|
|
2019
Q3 | $2.22M | Sell |
80,540
-8,200
| -9% | -$226K | 1.7% | 30 |
|
|
2019
Q2 | $2.56M | Sell |
88,740
-25,770
| -23% | -$742K | 1.97% | 23 |
|
|
2019
Q1 | $3.52M | Buy |
+114,510
| New | +$3.52M | 2.74% | 2 |
|