Red Mountain Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.44M Sell
8,840
-881
-9% -$243K 2.71% 12
2025
Q1
$1.63M Buy
9,721
+5
+0.1% +$837 1.98% 15
2024
Q4
$2.25M Sell
9,716
-835
-8% -$194K 2.42% 13
2024
Q3
$1.82M Buy
10,551
+1
+0% +$173 1.94% 15
2024
Q2
$1.69M Buy
+10,550
New +$1.69M 2.04% 16
2023
Q4
$1.17M Buy
+10,460
New +$1.17M 1.81% 16