Roberts Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.96M Sell
2025
Q2
$5M Buy
2025
Q1
$2.34M Hold
2024
Q4
$3.24M Hold
2024
Q3
$2.41M Hold
2024
Q2
$1.85M Hold
2024
Q1
$1.85M Buy
2022
Q3
$666K Hold
2022
Q2
$729K Hold
2022
Q1
$945K Hold
2021
Q4
$998K Buy