Rooted Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
2,964
-139
| -4% | -$38.1K | 0.28% | 49 |
|
|
2025
Q1 | $454K | Buy |
3,103
+637
| +26% | +$93.2K | 0.2% | 61 |
|
|
2024
Q4 | $564K | Sell |
2,466
-528
| -18% | -$121K | 0.22% | 54 |
|
|
2024
Q3 | $524K | Sell |
2,994
-19,316
| -87% | -$3.38M | 0.23% | 53 |
|
|
2024
Q2 | $358K | Buy |
22,310
+20,180
| +947% | +$324K | 0.16% | 63 |
|
|
2024
Q1 | $285K | Buy |
2,130
+190
| +10% | +$25.4K | 0.14% | 66 |
|
|
2023
Q4 | $237K | Buy |
+1,940
| New | +$237K | 0.12% | 69 |
|