Roberts, Glore & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
5,130
-670
| -12% | -$185K | 0.41% | 62 |
|
|
2025
Q1 | $971K | Sell |
5,800
-408
| -7% | -$68.3K | 0.3% | 82 |
|
|
2024
Q4 | $1.44M | Sell |
6,208
-84
| -1% | -$19.5K | 0.43% | 61 |
|
|
2024
Q3 | $1.09M | Buy |
6,292
+52
| +0.8% | +$8.97K | 0.31% | 79 |
|
|
2024
Q2 | $1M | Sell |
6,240
-360
| -5% | -$57.8K | 0.3% | 81 |
|
|
2024
Q1 | $875K | Sell |
6,600
-280
| -4% | -$37.1K | 0.26% | 90 |
|
|
2023
Q4 | $768K | Buy |
+6,880
| New | +$768K | 0.24% | 92 |
|