Redwood Wealth Management Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.48M Buy
16,240
+163
+1% +$44.9K 2.01% 8
2025
Q1
$2.69M Buy
16,077
+3,876
+32% +$649K 1.37% 22
2024
Q4
$2.83M Sell
12,201
-4,829
-28% -$1.12M 1.38% 17
2024
Q3
$2.94M Buy
17,030
+260
+2% +$44.8K 1.46% 14
2024
Q2
$2.69M Buy
16,770
+190
+1% +$30.5K 2.03% 12
2024
Q1
$2.2M Sell
16,580
-520
-3% -$68.9K 2.33% 11
2023
Q4
$1.91M Sell
17,100
-480
-3% -$53.6K 2.12% 12
2023
Q3
$1.46M Buy
17,580
+910
+5% +$75.6K 1.71% 14
2023
Q2
$1.45M Buy
16,670
+240
+1% +$20.8K 1.6% 18
2023
Q1
$1.05M Buy
16,430
+280
+2% +$18K 1.19% 19
2022
Q4
$903K Buy
+16,150
New +$903K 1.13% 22