Robertson Stephens Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
29,849
+4,965
| +20% | +$1.37M | 0.26% | 71 |
|
|
2025
Q1 | $4.17M | Sell |
24,884
-388
| -2% | -$65K | 0.14% | 118 |
|
|
2024
Q4 | $5.86M | Sell |
25,272
-4,369
| -15% | -$1.01M | 0.21% | 97 |
|
|
2024
Q3 | $5.11M | Sell |
29,641
-909
| -3% | -$157K | 0.19% | 107 |
|
|
2024
Q2 | $4.91M | Buy |
30,550
+1,240
| +4% | +$199K | 0.25% | 75 |
|
|
2024
Q1 | $3.88M | Buy |
29,310
+11,290
| +63% | +$1.5M | 0.21% | 89 |
|
|
2023
Q4 | $2.01M | Buy |
18,020
+3,260
| +22% | +$364K | 0.12% | 137 |
|
|
2023
Q3 | $1.23M | Buy |
14,760
+4,320
| +41% | +$359K | 0.08% | 188 |
|
|
2023
Q2 | $906K | Buy |
10,440
+3,930
| +60% | +$341K | 0.06% | 201 |
|
|
2023
Q1 | $418K | Buy |
6,510
+1,810
| +39% | +$116K | 0.03% | 315 |
|
|
2022
Q4 | $263K | Hold |
4,700
| – | – | 0.03% | 351 |
|
|
2022
Q3 | $208K | Sell |
4,700
-4,340
| -48% | -$192K | 0.02% | 337 |
|
|
2022
Q2 | $439K | Sell |
9,040
-4,850
| -35% | -$236K | 0.04% | 250 |
|
|
2022
Q1 | $874K | Sell |
13,890
-5,280
| -28% | -$332K | 0.07% | 192 |
|
|
2021
Q4 | $1.28M | Buy |
+19,170
| New | +$1.28M | 0.11% | 154 |
|