RWB
RMR Wealth Builders’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
56,001
+988
| +2% | +$272K | 1.4% | 18 |
|
|
2025
Q1 | $9.21M | Sell |
55,013
-15,357
| -22% | -$2.57M | 0.97% | 19 |
|
|
2024
Q4 | $16.3M | Buy |
70,370
+676
| +1% | +$157K | 1.69% | 13 |
|
|
2024
Q3 | $12M | Buy |
69,694
+62,687
| +895% | +$10.8M | 1.27% | 19 |
|
|
2024
Q2 | $11.2M | Sell |
7,007
-57
| -0.8% | -$91.5K | 1.29% | 18 |
|
|
2024
Q1 | $9.4M | Buy |
7,064
+514
| +8% | +$684K | 1.14% | 21 |
|
|
2023
Q4 | $7.31M | Buy |
6,550
+188
| +3% | +$210K | 1.03% | 22 |
|
|
2023
Q3 | $5.28M | Buy |
6,362
+388
| +6% | +$322K | 0.84% | 24 |
|
|
2023
Q2 | $5.18M | Sell |
5,974
-6
| -0.1% | -$5.2K | 0.88% | 24 |
|
|
2023
Q1 | $3.84M | Buy |
5,980
+130
| +2% | +$83.4K | 0.73% | 27 |
|
|
2022
Q4 | $3.27M | Buy |
5,850
+1
| +0% | +$559 | 0.74% | 27 |
|
|
2022
Q3 | $2.6M | Buy |
5,849
+23
| +0.4% | +$10.2K | 0.64% | 26 |
|
|
2022
Q2 | $2.83M | Sell |
5,826
-3
| -0.1% | -$1.46K | 0.71% | 25 |
|
|
2022
Q1 | $3.67M | Buy |
5,829
+5,462
| +1,488% | +$3.44M | 0.79% | 24 |
|
|
2021
Q4 | $244K | Sell |
367
-6,628
| -95% | -$4.41M | 0.07% | 105 |
|
|
2021
Q3 | $3.39M | Buy |
6,995
+2
| +0% | +$970 | 1% | 15 |
|
|
2021
Q2 | $3.34M | Sell |
6,993
-354
| -5% | -$169K | 1.09% | 14 |
|
|
2021
Q1 | $3.41M | Sell |
7,347
-18
| -0.2% | -$8.35K | 0.88% | 15 |
|
|
2020
Q4 | $3.23M | Sell |
7,365
-563
| -7% | -$247K | 1.58% | 10 |
|
|
2020
Q3 | $2.89M | Buy |
7,928
+562
| +8% | +$205K | 0.75% | 23 |
|
|
2020
Q2 | $2.32M | Buy |
+7,366
| New | +$2.32M | 2.07% | 8 |
|
|
2019
Q4 | $2.08M | Buy |
+6,565
| New | +$2.08M | 2% | 9 |
|