Roth Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $759K | Hold |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $533K | Hold |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $132K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Buy |
|