Roman Butler Fullerton & 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 | $1.4M | Buy |
4,818
+735
| +18% | +$213K | 0.41% | 62 |
|
|
2025
Q1 | $731K | Sell |
4,083
-84
| -2% | -$15K | 0.28% | 87 |
|
|
2024
Q4 | $842K | Sell |
4,167
-579
| -12% | -$117K | 0.27% | 95 |
|
|
2024
Q3 | $835K | Buy |
4,746
+1,106
| +30% | +$195K | 0.25% | 95 |
|
|
2024
Q2 | $636K | Buy |
3,640
+120
| +3% | +$21K | 0.21% | 106 |
|
|
2024
Q1 | $431K | Buy |
3,520
+210
| +6% | +$25.7K | 0.16% | 140 |
|
|
2023
Q4 | $399K | Buy |
3,310
+60
| +2% | +$7.23K | 0.16% | 149 |
|
|
2023
Q3 | $297K | Hold |
3,250
| – | – | 0.14% | 151 |
|
|
2023
Q2 | $293K | Buy |
3,250
+10
| +0.3% | +$901 | 0.13% | 157 |
|
|
2023
Q1 | $201K | Buy |
+3,240
| New | +$201K | 0.1% | 187 |
|
|
2022
Q1 | – | Sell |
-3,490
| Closed | -$232K | – | 195 |
|
|
2021
Q4 | $232K | Buy |
+3,490
| New | +$232K | 0.1% | 168 |
|
|
2019
Q2 | – | Sell |
-16,350
| Closed | -$492K | – | 174 |
|
|
2019
Q1 | $492K | Sell |
16,350
-5,040
| -24% | -$152K | 0.34% | 102 |
|
|
2018
Q4 | $534K | Buy |
+21,390
| New | +$534K | 0.45% | 83 |
|