WD Rutherford’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
3,393
-75
| -2% | -$20.7K | 0.43% | 54 |
|
|
2025
Q1 | $621K | Buy |
+3,468
| New | +$621K | 0.33% | 57 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$112K | – | 82 |
|
|
2022
Q4 | $112K | Hold |
2,000
| – | – | 0.09% | 78 |
|
|
2022
Q3 | $89K | Hold |
2,000
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $97K | Hold |
2,000
| – | – | 0.07% | 77 |
|
|
2022
Q1 | $126K | Buy |
2,000
+50
| +3% | +$3.15K | 0.07% | 88 |
|
|
2021
Q4 | $130K | Hold |
1,950
| – | – | 0.07% | 90 |
|
|
2021
Q3 | $95K | Hold |
1,950
| – | – | 0.05% | 95 |
|
|
2021
Q2 | $93K | Hold |
1,950
| – | – | 0.05% | 93 |
|
|
2021
Q1 | $90K | Buy |
1,950
+550
| +39% | +$25.4K | 0.06% | 93 |
|
|
2020
Q4 | $61K | Buy |
+1,400
| New | +$61K | 0.04% | 95 |
|