Avalon 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 | $93.9M | Sell |
340,571
-12,957
| -4% | -$3.57M | 6.86% | 3 |
|
|
2025
Q1 | $59.2M | Buy |
353,528
+7,122
| +2% | +$1.19M | 4.71% | 7 |
|
|
2024
Q4 | $80.3M | Sell |
346,406
-840
| -0.2% | -$195K | 5.71% | 6 |
|
|
2024
Q3 | $59.9M | Sell |
347,246
-83,754
| -19% | -$14.4M | 4.43% | 6 |
|
|
2024
Q2 | $69.2M | Sell |
431,000
-1,860
| -0.4% | -$299K | 5.48% | 5 |
|
|
2024
Q1 | $57.4M | Sell |
432,860
-5,000
| -1% | -$663K | 4.71% | 5 |
|
|
2023
Q4 | $48.9M | Sell |
437,860
-6,050
| -1% | -$675K | 4.47% | 5 |
|
|
2023
Q3 | $36.9M | Sell |
443,910
-2,900
| -0.6% | -$241K | 3.65% | 6 |
|
|
2023
Q2 | $38.8M | Sell |
446,810
-49,400
| -10% | -$4.29M | 3.51% | 6 |
|
|
2023
Q1 | $31.8M | Buy |
+496,210
| New | +$31.8M | 3.16% | 7 |
|