RZH
Relyea Zuckerberg Hanson’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.17M | Buy |
15,121
+1,314
| +10% | +$362K | 0.49% | 39 |
|
2025
Q1 | $2.31M | Buy |
13,807
+530
| +4% | +$88.7K | 0.31% | 50 |
|
2024
Q4 | $3.08M | Buy |
13,277
+1,588
| +14% | +$368K | 0.41% | 46 |
|
2024
Q3 | $2.02M | Buy |
11,689
+10,663
| +1,039% | +$1.84M | 0.31% | 48 |
|
2024
Q2 | $1.65M | Buy |
1,026
+74
| +8% | +$119K | 0.28% | 52 |
|
2024
Q1 | $1.26M | Buy |
952
+83
| +10% | +$110K | 0.22% | 64 |
|
2023
Q4 | $970K | Buy |
869
+48
| +6% | +$53.6K | 0.19% | 76 |
|
2023
Q3 | $682K | Buy |
821
+19
| +2% | +$15.8K | 0.16% | 83 |
|
2023
Q2 | $696K | Buy |
802
+141
| +21% | +$122K | 0.16% | 90 |
|
2023
Q1 | $424K | Buy |
661
+235
| +55% | +$151K | 0.1% | 117 |
|
2022
Q4 | $238K | Buy |
+426
| New | +$238K | 0.07% | 155 |
|
2022
Q2 | – | Sell |
-456
| Closed | -$270K | – | 143 |
|
2022
Q1 | $270K | Buy |
+456
| New | +$270K | 0.09% | 133 |
|