Realta Investment 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 | $5.49M | Buy |
19,928
+66
| +0.3% | +$18.2K | 2.17% | 6 |
|
|
2025
Q1 | $3.33M | Sell |
19,862
-778
| -4% | -$130K | 1.52% | 12 |
|
|
2024
Q4 | $4.8M | Buy |
20,640
+206
| +1% | +$47.9K | 1.97% | 9 |
|
|
2024
Q3 | $3.73M | Sell |
20,434
-5,926
| -22% | -$1.08M | 1.71% | 9 |
|
|
2024
Q2 | $4.23M | Buy |
26,360
+16,330
| +163% | +$2.62M | 0.83% | 15 |
|
|
2024
Q1 | $1.33M | Sell |
10,030
-530
| -5% | -$70.2K | 0.27% | 88 |
|
|
2023
Q4 | $1.18M | Sell |
10,560
-3,240
| -23% | -$362K | 0.27% | 94 |
|
|
2023
Q3 | $1.2M | Sell |
13,800
-450
| -3% | -$39K | 0.28% | 84 |
|
|
2023
Q2 | $1.24M | Sell |
14,250
-2,480
| -15% | -$215K | 0.27% | 82 |
|
|
2023
Q1 | $1.07M | Buy |
16,730
+1,960
| +13% | +$126K | 0.26% | 95 |
|
|
2022
Q4 | $826K | Buy |
14,770
+70
| +0.5% | +$3.91K | 0.2% | 127 |
|
|
2022
Q3 | $653K | Buy |
14,700
+1,450
| +11% | +$64.4K | 0.17% | 152 |
|
|
2022
Q2 | $633K | Sell |
13,250
-440
| -3% | -$21K | 0.16% | 152 |
|
|
2022
Q1 | $862K | Buy |
13,690
+3,500
| +34% | +$220K | 0.17% | 127 |
|
|
2021
Q4 | $678K | Sell |
10,190
-810
| -7% | -$53.9K | 0.15% | 170 |
|
|
2021
Q3 | $533K | Buy |
11,000
+1,030
| +10% | +$49.9K | 0.13% | 191 |
|
|
2021
Q2 | $475K | Buy |
9,970
+210
| +2% | +$10K | 0.11% | 209 |
|
|
2021
Q1 | $453K | Sell |
9,760
-960
| -9% | -$44.6K | 0.12% | 209 |
|
|
2020
Q4 | $469K | Sell |
10,720
-150
| -1% | -$6.56K | 0.13% | 176 |
|
|
2020
Q3 | $396K | Buy |
10,870
+3,980
| +58% | +$145K | 0.13% | 183 |
|
|
2020
Q2 | $217K | Buy |
+6,890
| New | +$217K | 0.07% | 304 |
|
|
2020
Q1 | – | Sell |
-4,380
| Closed | -$139K | – | 374 |
|
|
2019
Q4 | $139K | Buy |
4,380
+290
| +7% | +$9.2K | 0.04% | 423 |
|
|
2019
Q3 | $112K | Sell |
4,090
-700
| -15% | -$19.2K | 0.03% | 471 |
|
|
2019
Q2 | $136K | Sell |
4,790
-5,680
| -54% | -$161K | 0.04% | 420 |
|
|
2019
Q1 | $316K | Buy |
+10,470
| New | +$316K | 0.14% | 193 |
|