Alpha Family Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Hold |
26,550
| – | – | 3.62% | 7 |
|
|
2025
Q1 | $4.45M | Hold |
26,550
| – | – | 2.59% | 9 |
|
|
2024
Q4 | $6.16M | Hold |
26,550
| – | – | 3.46% | 9 |
|
|
2024
Q3 | $4.58M | Hold |
26,550
| – | – | 2.56% | 11 |
|
|
2024
Q2 | $4.26M | Hold |
26,550
| – | – | 2.5% | 11 |
|
|
2024
Q1 | $3.52M | Hold |
26,550
| – | – | 2.13% | 11 |
|
|
2023
Q4 | $2.96M | Buy |
26,550
+2,400
| +10% | +$268K | 2% | 12 |
|
|
2023
Q3 | $2.01M | Hold |
24,150
| – | – | 1.53% | 12 |
|
|
2023
Q2 | $2.09M | Hold |
24,150
| – | – | 1.46% | 12 |
|
|
2023
Q1 | $1.55M | Hold |
24,150
| – | – | 1.23% | 12 |
|
|
2022
Q4 | $1.35M | Buy |
+24,150
| New | +$1.35M | 1.22% | 12 |
|
|
2022
Q3 | – | Sell |
-6,100
| Closed | -$296K | – | 48 |
|
|
2022
Q2 | $296K | Buy |
+6,100
| New | +$296K | 0.19% | 36 |
|