American Trust’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.36M Buy
2025
Q2
$2.65M Buy
2025
Q1
$934K Buy
2024
Q4
$969K Sell
2024
Q3
$731K Sell
2024
Q2
$706K Sell
2024
Q1
$656K Buy
2023
Q4
$503K Buy
2023
Q3
$366K Sell
2023
Q2
$447K Sell
2023
Q1
$403K Buy
2022
Q4
$338K Buy
2022
Q3
Sell
2022
Q2
$202K Sell
2022
Q1
$271K Buy