Roth Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
2,300
| – | – | 0.23% | 19 |
|
|
2025
Q1 | $385K | Hold |
2,300
| – | – | 0.15% | 24 |
|
|
2024
Q4 | $533K | Hold |
2,300
| – | – | 0.21% | 21 |
|
|
2024
Q3 | $397K | Hold |
2,300
| – | – | 0.16% | 22 |
|
|
2024
Q2 | $369K | Hold |
2,300
| – | – | 0.16% | 23 |
|
|
2024
Q1 | $305K | Hold |
2,300
| – | – | 0.14% | 24 |
|
|
2023
Q4 | $257K | Buy |
2,300
+780
| +51% | +$87.1K | 0.13% | 25 |
|
|
2023
Q3 | $126K | Hold |
1,520
| – | – | 0.08% | 26 |
|
|
2023
Q2 | $132K | Buy |
+1,520
| New | +$132K | 0.08% | 25 |
|
|
2022
Q2 | – | Sell |
-3,950
| Closed | -$249K | – | 29 |
|
|
2022
Q1 | $249K | Buy |
+3,950
| New | +$249K | 0.18% | 23 |
|