RDWM
Red Door Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
28,039
+5,467
| +24% | +$1.51M | 0.92% | 33 |
|
|
2025
Q1 | $3.78M | Buy |
22,572
+16,150
| +251% | +$2.7M | 0.56% | 50 |
|
|
2024
Q4 | $1.49M | Buy |
6,422
+2,943
| +85% | +$682K | 0.23% | 72 |
|
|
2024
Q3 | $600K | Buy |
3,479
+3,131
| +900% | +$540K | 0.1% | 109 |
|
|
2024
Q2 | $559K | Sell |
348
-19
| -5% | -$30.5K | 0.1% | 109 |
|
|
2024
Q1 | $486K | Sell |
367
-373
| -50% | -$494K | 0.09% | 117 |
|
|
2023
Q4 | $826K | Buy |
740
+114
| +18% | +$127K | 0.18% | 82 |
|
|
2023
Q3 | $520K | Sell |
626
-1,484
| -70% | -$1.23M | 0.13% | 104 |
|
|
2023
Q2 | $1.83M | Buy |
+2,110
| New | +$1.83M | 0.41% | 56 |
|
|
2021
Q3 | – | Sell |
-99
| Closed | -$47K | – | 186 |
|
|
2021
Q2 | $47K | Buy |
+99
| New | +$47K | 0.02% | 263 |
|
|
2020
Q3 | – | Sell |
-44
| Closed | -$13K | – | 125 |
|
|
2020
Q2 | $13K | Hold |
44
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $10K | Buy |
+44
| New | +$10K | 0.01% | 290 |
|