Richardson Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $727K | Buy |
2,744
+78
| +3% | +$20.7K | 0.49% | 54 |
|
2025
Q1 | $446K | Sell |
2,666
-16
| -0.6% | -$2.68K | 0.34% | 89 |
|
2024
Q4 | $632K | Buy |
2,682
+175
| +7% | +$41.2K | 0.44% | 59 |
|
2024
Q3 | $415K | Sell |
2,507
-21,973
| -90% | -$3.64M | 0.26% | 96 |
|
2024
Q2 | $405K | Buy |
24,480
+23,030
| +1,588% | +$381K | 0.29% | 93 |
|
2024
Q1 | $192K | Buy |
1,450
+850
| +142% | +$113K | 0.14% | 147 |
|
2023
Q4 | $67K | Buy |
+600
| New | +$67K | 0.06% | 199 |
|