RWA
Roberts Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,965
-150
| -7% | -$41.3K | 0.16% | 73 |
|
|
2025
Q1 | $354K | Hold |
2,115
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $482K | Sell |
2,115
-305
| -13% | -$69.5K | 0.15% | 77 |
|
|
2024
Q3 | $437K | Buy |
2,420
+2,150
| +796% | +$389K | 0.14% | 77 |
|
|
2024
Q2 | $468K | Hold |
270
| – | – | 0.16% | 72 |
|
|
2024
Q1 | $354K | Buy |
+270
| New | +$354K | 0.13% | 79 |
|
|
2023
Q4 | – | Sell |
-321
| Closed | -$290K | – | 58 |
|
|
2023
Q3 | $290K | Buy |
321
+5
| +2% | +$4.51K | 0.13% | 79 |
|
|
2023
Q2 | $274K | Hold |
316
| – | – | 0.12% | 77 |
|
|
2023
Q1 | $200K | Buy |
+316
| New | +$200K | 0.09% | 83 |
|
|
2022
Q2 | – | Sell |
-360
| Closed | -$226K | – | 85 |
|
|
2022
Q1 | $226K | Hold |
360
| – | – | 0.09% | 89 |
|
|
2021
Q4 | $239K | Buy |
+360
| New | +$239K | 0.09% | 93 |
|