River Wealth 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 | $622K | Buy |
2,256
+317
| +16% | +$87.4K | 0.08% | 143 |
|
|
2025
Q1 | $325K | Buy |
1,939
+87
| +5% | +$14.6K | 0.05% | 169 |
|
|
2024
Q4 | $429K | Buy |
+1,852
| New | +$429K | 0.06% | 162 |
|
|
2019
Q1 | – | Sell |
-230
| Closed | -$6K | – | 172 |
|
|
2018
Q4 | $6K | Hold |
230
| – | – | ﹤0.01% | 454 |
|
|
2018
Q3 | $6K | Hold |
230
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 483 |
|