Rise Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
3,203
+121
| +4% | +$33.4K | 0.35% | 26 |
|
|
2025
Q1 | $516K | Buy |
3,082
+747
| +32% | +$125K | 0.23% | 39 |
|
|
2024
Q4 | $541K | Buy |
2,335
+67
| +3% | +$15.5K | 0.26% | 35 |
|
|
2024
Q3 | $391K | Buy |
2,268
+8
| +0.4% | +$1.38K | 0.19% | 56 |
|
|
2024
Q2 | $363K | Sell |
2,260
-10
| -0.4% | -$1.61K | 0.19% | 54 |
|
|
2024
Q1 | $302K | Buy |
2,270
+1,870
| +468% | +$248K | 0.16% | 62 |
|
|
2023
Q4 | $44.5K | Buy |
400
+100
| +33% | +$11.1K | 0.03% | 170 |
|
|
2023
Q3 | $24.7K | Buy |
300
+130
| +76% | +$10.7K | 0.02% | 207 |
|
|
2023
Q2 | $14.3K | Sell |
170
-140
| -45% | -$11.8K | 0.01% | 290 |
|
|
2023
Q1 | $20K | Buy |
310
+80
| +35% | +$5.15K | 0.02% | 255 |
|
|
2022
Q4 | $12.8K | Hold |
230
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $10K | Hold |
230
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $11K | Buy |
230
+10
| +5% | +$478 | 0.01% | 321 |
|
|
2022
Q1 | $14K | Sell |
220
-30
| -12% | -$1.91K | 0.01% | 287 |
|
|
2021
Q4 | $16.8K | Buy |
+250
| New | +$16.8K | 0.02% | 264 |
|