RFA
Reilly Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.53M | Sell |
5,304
-374
| -7% | -$249K | 0.26% | 69 |
|
|
2021
Q3 | $2.75M | Buy |
5,678
+164
| +3% | +$79.5K | 0.23% | 71 |
|
|
2021
Q2 | $2.63M | Buy |
5,514
+88
| +2% | +$42K | 0.21% | 73 |
|
|
2021
Q1 | $2.52M | Sell |
5,426
-428
| -7% | -$198K | 0.22% | 69 |
|
|
2020
Q4 | $2.56M | Sell |
5,854
-44
| -0.7% | -$19.3K | 0.24% | 69 |
|
|
2020
Q3 | $2.15M | Buy |
5,898
+333
| +6% | +$121K | 0.23% | 69 |
|
|
2020
Q2 | $1.76M | Buy |
5,565
+389
| +8% | +$123K | 0.21% | 72 |
|
|
2020
Q1 | $1.23M | Buy |
5,176
+4,985
| +2,610% | +$1.18M | 0.18% | 87 |
|
|
2019
Q4 | $61K | Sell |
191
-64
| -25% | -$20.4K | 0.01% | 310 |
|
|
2019
Q3 | $71K | Buy |
255
+116
| +83% | +$32.3K | 0.01% | 290 |
|
|
2019
Q2 | $40K | Buy |
139
+5
| +4% | +$1.44K | 0.01% | 388 |
|
|
2019
Q1 | $40K | Buy |
134
+7
| +6% | +$2.09K | 0.01% | 383 |
|
|
2018
Q4 | $32K | Buy |
127
+1
| +0.8% | +$252 | ﹤0.01% | 403 |
|
|
2018
Q3 | $31K | Hold |
126
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $31K | Buy |
126
+17
| +16% | +$4.18K | ﹤0.01% | 399 |
|
|
2018
Q1 | $26K | Sell |
109
-217
| -67% | -$51.8K | ﹤0.01% | 412 |
|
|
2017
Q4 | $84K | Sell |
326
-151
| -32% | -$38.9K | 0.01% | 260 |
|
|
2017
Q3 | $116K | Buy |
477
+50
| +12% | +$12.2K | 0.02% | 201 |
|
|
2017
Q2 | $99K | Buy |
427
+50
| +13% | +$11.6K | 0.02% | 211 |
|
|
2017
Q1 | $83K | Hold |
377
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $67K | Buy |
377
+374
| +12,467% | +$66.5K | 0.01% | 240 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 783 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 800 |
|
|
2016
Q1 | $0 | Sell |
3
-22
| -88% | – | ﹤0.01% | 921 |
|
|
2015
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 730 |
|
|
2015
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1060 |
|
|
2015
Q2 | $3K | Sell |
25
-23
| -48% | -$2.76K | ﹤0.01% | 1157 |
|
|
2015
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 969 |
|
|
2014
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 621 |
|
|
2014
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 662 |
|