RW Investment 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 | $1.57M | Buy |
5,687
+1,516
| +36% | +$418K | 0.17% | 29 |
|
|
2025
Q1 | $698K | Hold |
4,171
| – | – | 0.09% | 45 |
|
|
2024
Q4 | $967K | Hold |
4,171
| – | – | 0.12% | 38 |
|
|
2024
Q3 | $719K | Sell |
4,171
-199
| -5% | -$34.3K | 0.09% | 50 |
|
|
2024
Q2 | $702K | Hold |
4,370
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $579K | Buy |
4,370
+870
| +25% | +$115K | 0.08% | 55 |
|
|
2023
Q4 | $391K | Sell |
3,500
-720
| -17% | -$80.4K | 0.06% | 60 |
|
|
2023
Q3 | $351K | Hold |
4,220
| – | – | 0.06% | 64 |
|
|
2023
Q2 | $366K | Hold |
4,220
| – | – | 0.08% | 63 |
|
|
2023
Q1 | $271K | Hold |
4,220
| – | – | 0.08% | 71 |
|
|
2022
Q4 | $236K | Buy |
+4,220
| New | +$236K | 0.09% | 72 |
|