Ruedi Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-564
| Closed | -$94.5K | – | 79 |
|
|
2025
Q1 | $94.5K | Hold |
564
| – | – | 0.03% | 70 |
|
|
2024
Q4 | $131K | Hold |
564
| – | – | 0.04% | 57 |
|
|
2024
Q3 | $97.4K | Sell |
564
-46
| -8% | -$7.94K | 0.03% | 69 |
|
|
2024
Q2 | $98.7K | Buy |
610
+100
| +20% | +$16.2K | 0.04% | 65 |
|
|
2024
Q1 | $68.1K | Buy |
510
+260
| +104% | +$34.7K | 0.03% | 75 |
|
|
2023
Q4 | $28.3K | Hold |
250
| – | – | 0.01% | 100 |
|
|
2023
Q3 | $20.9K | Hold |
250
| – | – | 0.01% | 108 |
|
|
2023
Q2 | $21.8K | Hold |
250
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $16K | Hold |
250
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $14K | Buy |
+250
| New | +$14K | 0.01% | 123 |
|