RWP
Ridgecrest Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,793
-24,609
| -87% | -$6.78M | 0.55% | 38 |
|
|
2025
Q1 | $4.76M | Buy |
28,402
+25,010
| +737% | +$4.19M | 2.49% | 12 |
|
|
2024
Q4 | $786K | Sell |
3,392
-35,058
| -91% | -$8.13M | 0.43% | 43 |
|
|
2024
Q3 | $6.63M | Buy |
+38,450
| New | +$6.63M | 3.46% | 9 |
|
|
2024
Q2 | – | Sell |
-3,110
| Closed | -$4.12M | – | 109 |
|
|
2024
Q1 | $4.12M | Buy |
+3,110
| New | +$4.12M | 2.45% | 13 |
|
|
2023
Q4 | – | Sell |
-6,600
| Closed | -$5.48M | – | 100 |
|
|
2023
Q3 | $5.48M | Sell |
6,600
-100
| -1% | -$83.1K | 3.85% | 5 |
|
|
2023
Q2 | $5.81M | Hold |
6,700
| – | – | 3.84% | 5 |
|
|
2023
Q1 | $4.3M | Sell |
6,700
-600
| -8% | -$385K | 3.06% | 10 |
|
|
2022
Q4 | $4.08M | Buy |
7,300
+2,950
| +68% | +$1.65M | 3.1% | 9 |
|
|
2022
Q3 | $1.93M | Buy |
+4,350
| New | +$1.93M | 1.57% | 18 |
|