Advantage Trust Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
1,656
+330
| +25% | +$91K | 0.22% | 34 |
|
|
2025
Q1 | $222K | Buy |
1,326
+726
| +121% | +$122K | 0.13% | 41 |
|
|
2024
Q4 | $139K | Sell |
600
-150
| -20% | -$34.8K | 0.08% | 54 |
|
|
2024
Q3 | $129K | Sell |
750
-750
| -50% | -$129K | 0.09% | 51 |
|
|
2024
Q2 | $241K | Hold |
1,500
| – | – | 0.17% | 39 |
|
|
2024
Q1 | $199K | Hold |
1,500
| – | – | 0.15% | 41 |
|
|
2023
Q4 | $167K | Buy |
+1,500
| New | +$167K | 0.13% | 47 |
|