Roberts Capital 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 | $5M | Buy |
18,155
+4,165
| +30% | +$1.15M | 3.7% | 6 |
|
|
2025
Q1 | $2.34M | Hold |
13,990
| – | – | 2.05% | 11 |
|
|
2024
Q4 | $3.24M | Hold |
13,990
| – | – | 2.72% | 9 |
|
|
2024
Q3 | $2.41M | Hold |
13,990
| – | – | 2.06% | 10 |
|
|
2024
Q2 | $1.85M | Hold |
13,990
| – | – | 1.78% | 9 |
|
|
2024
Q1 | $1.85M | Buy |
+13,990
| New | +$1.85M | 1.78% | 9 |
|
|
2022
Q3 | $666K | Hold |
15,000
| – | – | 0.96% | 26 |
|
|
2022
Q2 | $729K | Hold |
15,000
| – | – | 1% | 28 |
|
|
2022
Q1 | $945K | Hold |
15,000
| – | – | 0.97% | 22 |
|
|
2021
Q4 | $998K | Buy |
+15,000
| New | +$998K | 0.93% | 29 |
|