BankPlus Trust Department’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Buy
3,013
+355
+13% +$97.9K 0.25% 86
2025
Q1
$445K Sell
2,658
-21
-0.8% -$3.52K 0.15% 105
2024
Q4
$621K Buy
+2,679
New +$621K 0.2% 92