RDFA
Ritter Daniher Financial Advisory’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Hold |
1,930
| – | – | 0.13% | 52 |
|
|
2025
Q1 | $323K | Sell |
1,930
-279
| -13% | -$46.7K | 0.09% | 67 |
|
|
2024
Q4 | $512K | Sell |
2,209
-441
| -17% | -$102K | 0.14% | 49 |
|
|
2024
Q3 | $457K | Buy |
2,650
+2,385
| +900% | +$411K | 0.13% | 51 |
|
|
2024
Q2 | $425K | Buy |
265
+15
| +6% | +$24.1K | 0.14% | 52 |
|
|
2024
Q1 | $331K | Hold |
250
| – | – | 0.11% | 59 |
|
|
2023
Q4 | $279K | Sell |
250
-4
| -2% | -$4.47K | 0.1% | 63 |
|
|
2023
Q3 | $211K | Buy |
254
+27
| +12% | +$22.4K | 0.09% | 68 |
|
|
2023
Q2 | $197K | Sell |
227
-75
| -25% | -$65.1K | 0.08% | 68 |
|
|
2023
Q1 | $194K | Buy |
302
+130
| +76% | +$83.4K | 0.09% | 71 |
|
|
2022
Q4 | $96.2K | Buy |
172
+98
| +132% | +$54.8K | 0.05% | 104 |
|
|
2022
Q3 | $33K | Buy |
74
+43
| +139% | +$19.2K | 0.02% | 133 |
|
|
2022
Q2 | $15K | Hold |
31
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $20K | Buy |
+31
| New | +$20K | 0.01% | 142 |
|