RKL Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,078
-223
| -5% | -$61.5K | 0.1% | 85 |
|
|
2025
Q1 | $720K | Buy |
4,301
+234
| +6% | +$39.2K | 0.07% | 104 |
|
|
2024
Q4 | $943K | Sell |
4,067
-14
| -0.3% | -$3.25K | 0.08% | 96 |
|
|
2024
Q3 | $704K | Buy |
4,081
+981
| +32% | +$169K | 0.06% | 93 |
|
|
2024
Q2 | $498K | Hold |
3,100
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $411K | Hold |
3,100
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $346K | Buy |
+3,100
| New | +$346K | 0.04% | 112 |
|