RIL
Rothschild Investment LLC’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
42,262
-2,336
| -5% | -$644K | 0.73% | 34 |
|
|
2025
Q1 | $7.47M | Sell |
44,598
-1,542
| -3% | -$258K | 0.5% | 55 |
|
|
2024
Q4 | $10.7M | Sell |
46,140
-1,216
| -3% | -$282K | 0.7% | 33 |
|
|
2024
Q3 | $8.17M | Buy |
47,356
+42,726
| +923% | +$7.37M | 0.53% | 49 |
|
|
2024
Q2 | $7.43M | Buy |
4,630
+433
| +10% | +$695K | 0.52% | 49 |
|
|
2024
Q1 | $5.56M | Buy |
4,197
+3
| +0.1% | +$3.98K | 0.4% | 67 |
|
|
2023
Q4 | $4.68M | Buy |
4,194
+102
| +2% | +$114K | 0.39% | 66 |
|
|
2023
Q3 | $3.4M | Buy |
4,092
+159
| +4% | +$132K | 0.29% | 90 |
|
|
2023
Q2 | $3.41M | Sell |
3,933
-400
| -9% | -$347K | 0.28% | 91 |
|
|
2023
Q1 | $2.78M | Sell |
4,333
-84
| -2% | -$53.9K | 0.24% | 101 |
|
|
2022
Q4 | $2.47M | Sell |
4,417
-87
| -2% | -$48.7K | 0.23% | 108 |
|
|
2022
Q3 | $2M | Sell |
4,504
-48
| -1% | -$21.3K | 0.2% | 123 |
|
|
2022
Q2 | $2.21M | Buy |
4,552
+10
| +0.2% | +$4.86K | 0.2% | 117 |
|
|
2022
Q1 | $2.86M | Buy |
4,542
+268
| +6% | +$169K | 0.22% | 110 |
|
|
2021
Q4 | $2.84M | Sell |
4,274
-67
| -2% | -$44.6K | 0.22% | 110 |
|
|
2021
Q3 | $2.11M | Buy |
4,341
+15
| +0.3% | +$7.27K | 0.18% | 128 |
|
|
2021
Q2 | $2.06M | Buy |
4,326
+224
| +5% | +$107K | 0.16% | 134 |
|
|
2021
Q1 | $1.9M | Buy |
4,102
+344
| +9% | +$160K | 0.16% | 135 |
|
|
2020
Q4 | $1.65M | Buy |
3,758
+85
| +2% | +$37.2K | 0.16% | 132 |
|
|
2020
Q3 | $1.34M | Hold |
3,673
| – | – | 0.15% | 140 |
|
|
2020
Q2 | $1.16M | Sell |
3,673
-212
| -5% | -$66.9K | 0.14% | 147 |
|
|
2020
Q1 | $921K | Buy |
3,885
+30
| +0.8% | +$7.11K | 0.12% | 174 |
|
|
2019
Q4 | $1.22M | Buy |
3,855
+70
| +2% | +$22.1K | 0.12% | 168 |
|
|
2019
Q3 | $1.05M | Hold |
3,785
| – | – | 0.12% | 164 |
|
|
2019
Q2 | $1.09M | Buy |
3,785
+800
| +27% | +$230K | 0.13% | 158 |
|
|
2019
Q1 | $898K | Buy |
2,985
+1,935
| +184% | +$582K | 0.11% | 183 |
|
|
2018
Q4 | $267K | Buy |
+1,050
| New | +$267K | 0.04% | 305 |
|