Robertson Stephens Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $5.86M | Sell |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $4.91M | Buy |
|
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $2.01M | Buy |
|
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $906K | Buy |
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|
2023
Q1 | $418K | Buy |
|
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $1.27M | Buy |
|