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 |
|