RWM
Ritholtz Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
85,759
+3,861
| +5% | +$1.06M | 0.52% | 26 |
|
|
2025
Q1 | $13.7M | Sell |
81,898
-506
| -0.6% | -$84.7K | 0.41% | 34 |
|
|
2024
Q4 | $19.1M | Buy |
82,404
+1,108
| +1% | +$257K | 0.56% | 26 |
|
|
2024
Q3 | $14M | Buy |
81,296
+73,544
| +949% | +$12.7M | 0.42% | 35 |
|
|
2024
Q2 | $12.4M | Buy |
7,752
+282
| +4% | +$453K | 0.41% | 36 |
|
|
2024
Q1 | $9.9M | Buy |
7,470
+475
| +7% | +$630K | 0.34% | 38 |
|
|
2023
Q4 | $7.81M | Buy |
6,995
+431
| +7% | +$481K | 0.3% | 42 |
|
|
2023
Q3 | $5.45M | Buy |
6,564
+616
| +10% | +$512K | 0.24% | 53 |
|
|
2023
Q2 | $5.16M | Sell |
5,948
-1,134
| -16% | -$984K | 0.23% | 58 |
|
|
2023
Q1 | $4.54M | Buy |
7,082
+3,168
| +81% | +$2.03M | 0.23% | 59 |
|
|
2022
Q4 | $2.19M | Sell |
3,914
-1,337
| -25% | -$748K | 0.12% | 116 |
|
|
2022
Q3 | $2.33M | Buy |
5,251
+1,404
| +36% | +$623K | 0.12% | 117 |
|
|
2022
Q2 | $1.87M | Sell |
3,847
-464
| -11% | -$225K | 0.12% | 101 |
|
|
2022
Q1 | $2.72M | Buy |
4,311
+1,185
| +38% | +$746K | 0.18% | 61 |
|
|
2021
Q4 | $2.08M | Buy |
3,126
+511
| +20% | +$340K | 0.13% | 79 |
|
|
2021
Q3 | $1.27M | Buy |
2,615
+328
| +14% | +$159K | 0.09% | 107 |
|
|
2021
Q2 | $1.09M | Buy |
2,287
+428
| +23% | +$204K | 0.08% | 126 |
|
|
2021
Q1 | $862K | Buy |
1,859
+736
| +66% | +$341K | 0.07% | 129 |
|
|
2020
Q4 | $492K | Buy |
1,123
+319
| +40% | +$140K | 0.05% | 169 |
|
|
2020
Q3 | $293K | Buy |
+804
| New | +$293K | 0.03% | 212 |
|