Regal 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 | $3.77M | Buy |
13,689
+1,814
| +15% | +$500K | 0.28% | 92 |
|
|
2025
Q1 | $1.99M | Sell |
11,875
-753
| -6% | -$126K | 0.16% | 147 |
|
|
2024
Q4 | $2.93M | Sell |
12,628
-2,224
| -15% | -$516K | 0.22% | 122 |
|
|
2024
Q3 | $2.56M | Buy |
14,852
+1,022
| +7% | +$176K | 0.18% | 143 |
|
|
2024
Q2 | $2.22M | Sell |
13,830
-380
| -3% | -$61K | 0.14% | 162 |
|
|
2024
Q1 | $1.88M | Sell |
14,210
-1,700
| -11% | -$225K | 0.13% | 179 |
|
|
2023
Q4 | $1.78M | Sell |
15,910
-120
| -0.7% | -$13.4K | 0.13% | 171 |
|
|
2023
Q3 | $1.33M | Buy |
16,030
+1,010
| +7% | +$83.9K | 0.11% | 182 |
|
|
2023
Q2 | $1.3M | Buy |
15,020
+2,630
| +21% | +$228K | 0.11% | 185 |
|
|
2023
Q1 | $795K | Buy |
12,390
+90
| +0.7% | +$5.77K | 0.07% | 219 |
|
|
2022
Q4 | $688K | Buy |
12,300
+970
| +9% | +$54.2K | 0.07% | 229 |
|
|
2022
Q3 | $503K | Buy |
11,330
+1,570
| +16% | +$69.7K | 0.05% | 265 |
|
|
2022
Q2 | $474K | Sell |
9,760
-380
| -4% | -$18.5K | 0.05% | 286 |
|
|
2022
Q1 | $638K | Buy |
10,140
+260
| +3% | +$16.4K | 0.06% | 276 |
|
|
2021
Q4 | $657K | Sell |
9,880
-110
| -1% | -$7.32K | 0.06% | 297 |
|
|
2021
Q3 | $484K | Sell |
9,990
-190
| -2% | -$9.21K | 0.05% | 331 |
|
|
2021
Q2 | $485K | Buy |
+10,180
| New | +$485K | 0.05% | 334 |
|
|
2021
Q1 | – | Sell |
-9,490
| Closed | -$415K | – | 48 |
|
|
2020
Q4 | $415K | Buy |
+9,490
| New | +$415K | 0.05% | 311 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$12K | – | 303 |
|
|
2015
Q3 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 647 |
|