RMR Wealth Builders’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Sell |
45,577
-529
| -1% | -$174K | 1.11% | 19 |
|
|
2025
Q4 | $16M | Sell |
46,106
-3,984
| -8% | -$1.42M | 1.28% | 18 |
|
|
2025
Q3 | $16.5M | Sell |
50,090
-5,911
| -11% | -$1.81M | 1.38% | 17 |
|
|
2025
Q2 | $15.4M | Buy |
56,001
+988
| +2% | +$215K | 1.4% | 18 |
|
|
2025
Q1 | $9.21M | Sell |
55,013
-15,357
| -22% | -$3.25M | 0.97% | 19 |
|
|
2024
Q4 | $16.3M | Buy |
70,370
+676
| +1% | +$125K | 1.69% | 13 |
|
|
2024
Q3 | $12M | Sell |
69,694
-376
| -0.5% | -$60.3K | 1.27% | 19 |
|
|
2024
Q2 | $11.2M | Sell |
70,070
-570
| -0.8% | -$79.9K | 1.29% | 18 |
|
|
2024
Q1 | $9.4M | Buy |
70,640
+5,140
| +8% | +$637K | 1.14% | 21 |
|
|
2023
Q4 | $7.31M | Buy |
65,500
+1,880
| +3% | +$178K | 1.03% | 22 |
|
|
2023
Q3 | $5.28M | Buy |
63,620
+3,880
| +6% | +$336K | 0.84% | 24 |
|
|
2023
Q2 | $5.18M | Sell |
59,740
-60
| -0.1% | -$4.28K | 0.88% | 24 |
|
|
2023
Q1 | $3.84M | Buy |
59,800
+1,300
| +2% | +$78.2K | 0.73% | 27 |
|
|
2022
Q4 | $3.27M | Buy |
58,500
+10
| +0% | +$501 | 0.74% | 27 |
|
|
2022
Q3 | $2.6M | Buy |
58,490
+230
| +0.4% | +$11.8K | 0.64% | 26 |
|
|
2022
Q2 | $2.83M | Sell |
58,260
-30
| -0.1% | -$1.68K | 0.71% | 25 |
|
|
2022
Q1 | $3.67M | Buy |
58,290
+54,620
| +1,488% | +$3.24M | 0.79% | 24 |
|
|
2021
Q4 | $244K | Sell |
3,670
-66,280
| -95% | -$3.73M | 0.07% | 105 |
|
|
2021
Q3 | $3.39M | Buy |
69,950
+20
| +0% | +$973 | 1% | 15 |
|
|
2021
Q2 | $3.33M | Sell |
69,930
-3,540
| -5% | -$164K | 1.09% | 14 |
|
|
2021
Q1 | $3.41M | Sell |
73,470
-180
| -0.2% | -$8.32K | 0.88% | 15 |
|
|
2020
Q4 | $3.23M | Sell |
73,650
-5,630
| -7% | -$219K | 1.58% | 10 |
|
|
2020
Q3 | $2.89M | Buy |
79,280
+5,620
| +8% | +$188K | 0.75% | 23 |
|
|
2020
Q2 | $2.32M | Buy |
+73,660
| New | +$2.06M | 2.07% | 8 |
|
|
2019
Q4 | $2.08M | Buy |
+65,650
| New | +$1.99M | 2% | 9 |
|
Other funds holding AVGO
VCM
VPM
