Rise Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
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|
2025
Q2 | $883K | Buy |
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|
2025
Q1 | $516K | Buy |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $44.5K | Buy |
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|
2023
Q3 | $24.7K | Buy |
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|
2023
Q2 | $14.3K | Sell |
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|
2023
Q1 | $20K | Buy |
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|
2022
Q4 | $12.8K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $16.8K | Buy |
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