RWA Wealth 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
$65M Sell
235,813
-15,951
-6% -$4.4M 0.81% 16
2025
Q1
$42.2M Sell
251,764
-6,360
-2% -$1.06M 0.53% 30
2024
Q4
$59.8M Buy
258,124
+9,442
+4% +$2.19M 0.74% 19
2024
Q3
$42.9M Buy
248,682
+6,292
+3% +$1.09M 0.54% 29
2024
Q2
$38.9M Buy
242,390
+26,440
+12% +$4.24M 0.51% 29
2024
Q1
$28.6M Sell
215,950
-142,760
-40% -$18.9M 0.39% 40
2023
Q4
$40M Buy
358,710
+276,320
+335% +$30.8M 0.57% 28
2023
Q3
$6.84M Buy
82,390
+4,130
+5% +$343K 0.15% 71
2023
Q2
$6.79M Buy
+78,260
New +$6.79M 0.15% 66
2018
Q3
Sell
-1,210
Closed -$29K 263
2018
Q2
$29K Buy
1,210
+70
+6% +$1.68K ﹤0.01% 484
2018
Q1
$27K Buy
+1,140
New +$27K ﹤0.01% 386