RWPA
Richard W. Paul & Associates’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
6,215
-1,202
| -16% | -$331K | 0.62% | 35 |
|
|
2025
Q1 | $1.24M | Sell |
7,417
-2,006
| -21% | -$336K | 0.49% | 43 |
|
|
2024
Q4 | $2.18M | Sell |
9,423
-641
| -6% | -$149K | 0.8% | 28 |
|
|
2024
Q3 | $1.74M | Buy |
10,064
+8,998
| +844% | +$1.55M | 0.62% | 37 |
|
|
2024
Q2 | $1.71M | Sell |
1,066
-33
| -3% | -$53K | 0.66% | 36 |
|
|
2024
Q1 | $1.46M | Sell |
1,099
-223
| -17% | -$296K | 0.58% | 42 |
|
|
2023
Q4 | $1.48M | Sell |
1,322
-44
| -3% | -$49.1K | 0.62% | 40 |
|
|
2023
Q3 | $1.13M | Sell |
1,366
-210
| -13% | -$174K | 0.52% | 46 |
|
|
2023
Q2 | $1.37M | Sell |
1,576
-9
| -0.6% | -$7.81K | 0.6% | 45 |
|
|
2023
Q1 | $1.02M | Buy |
1,585
+99
| +7% | +$63.5K | 0.47% | 58 |
|
|
2022
Q4 | $831K | Buy |
+1,486
| New | +$831K | 0.42% | 66 |
|