American 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 | $2.65M | Buy |
9,603
+4,023
| +72% | +$1.11M | 0.25% | 67 |
|
|
2025
Q1 | $934K | Buy |
5,580
+1,400
| +33% | +$234K | 0.23% | 70 |
|
|
2024
Q4 | $969K | Sell |
4,180
-60
| -1% | -$13.9K | 0.07% | 128 |
|
|
2024
Q3 | $731K | Sell |
4,240
-160
| -4% | -$27.6K | 0.06% | 115 |
|
|
2024
Q2 | $706K | Sell |
4,400
-550
| -11% | -$88.3K | 0.06% | 105 |
|
|
2024
Q1 | $656K | Buy |
4,950
+440
| +10% | +$58.3K | 0.05% | 123 |
|
|
2023
Q4 | $503K | Buy |
4,510
+100
| +2% | +$11.2K | 0.04% | 141 |
|
|
2023
Q3 | $366K | Sell |
4,410
-740
| -14% | -$61.5K | 0.03% | 185 |
|
|
2023
Q2 | $447K | Sell |
5,150
-1,130
| -18% | -$98K | 0.03% | 235 |
|
|
2023
Q1 | $403K | Buy |
6,280
+230
| +4% | +$14.8K | 0.03% | 245 |
|
|
2022
Q4 | $338K | Buy |
+6,050
| New | +$338K | 0.03% | 285 |
|
|
2022
Q3 | – | Sell |
-4,150
| Closed | -$202K | – | 420 |
|
|
2022
Q2 | $202K | Sell |
4,150
-150
| -3% | -$7.3K | 0.02% | 417 |
|
|
2022
Q1 | $271K | Buy |
+4,300
| New | +$271K | 0.02% | 371 |
|