RBA
Richard Bernstein Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
75,497
-7,458
| -9% | -$2.06M | 0.51% | 25 |
|
|
2025
Q1 | $13.9M | Sell |
82,955
-3,757
| -4% | -$629K | 0.34% | 29 |
|
|
2024
Q4 | $20.1M | Sell |
86,712
-3,962
| -4% | -$919K | 0.46% | 32 |
|
|
2024
Q3 | $15.6M | Buy |
90,674
+81,402
| +878% | +$14M | 0.34% | 34 |
|
|
2024
Q2 | $14.9M | Buy |
9,272
+648
| +8% | +$1.04M | 0.33% | 40 |
|
|
2024
Q1 | $11.4M | Buy |
8,624
+1,690
| +24% | +$2.24M | 0.25% | 41 |
|
|
2023
Q4 | $7.74M | Buy |
6,934
+831
| +14% | +$928K | 0.17% | 48 |
|
|
2023
Q3 | $5.07M | Hold |
6,103
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $5.29M | Buy |
6,103
+3,449
| +130% | +$2.99M | 0.11% | 58 |
|
|
2023
Q1 | $1.7M | Hold |
2,654
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $1.48M | Hold |
2,654
| – | – | 0.03% | 173 |
|
|
2022
Q3 | $1.18M | Hold |
2,654
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $1.29M | Hold |
2,654
| – | – | 0.03% | 198 |
|
|
2022
Q1 | $1.67M | Buy |
2,654
+486
| +22% | +$306K | 0.03% | 212 |
|
|
2021
Q4 | $1.44M | Buy |
+2,168
| New | +$1.44M | 0.03% | 226 |
|
|
2019
Q2 | – | Sell |
-2,459
| Closed | -$739K | – | 228 |
|
|
2019
Q1 | $739K | Sell |
2,459
-20,536
| -89% | -$6.17M | 0.02% | 233 |
|
|
2018
Q4 | $5.85M | Hold |
22,995
| – | – | 0.22% | 75 |
|
|
2018
Q3 | $5.67M | Buy |
22,995
+2,781
| +14% | +$686K | 0.16% | 104 |
|
|
2018
Q2 | $4.91M | Buy |
20,214
+1,163
| +6% | +$282K | 0.16% | 104 |
|
|
2018
Q1 | $4.49M | Buy |
19,051
+2,226
| +13% | +$525K | 0.16% | 122 |
|
|
2017
Q4 | $4.32M | Hold |
16,825
| – | – | 0.19% | 115 |
|
|
2017
Q3 | $4.08M | Hold |
16,825
| – | – | 0.28% | 104 |
|
|
2017
Q2 | $3.92M | Hold |
16,825
| – | – | 0.3% | 96 |
|
|
2017
Q1 | $3.68M | Hold |
16,825
| – | – | 0.29% | 117 |
|
|
2016
Q4 | $2.97M | Hold |
16,825
| – | – | 0.25% | 137 |
|
|
2016
Q3 | $2.9M | Hold |
16,825
| – | – | 0.28% | 128 |
|
|
2016
Q2 | $2.62M | Hold |
16,825
| – | – | 0.25% | 139 |
|
|
2016
Q1 | $2.6M | Buy |
+16,825
| New | +$2.6M | 0.26% | 126 |
|