Blue Trust Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
37,479
+238
| +0.6% | +$65.6K | 0.12% | 58 |
|
|
2025
Q1 | $6.24M | Buy |
37,241
+7,750
| +26% | +$1.3M | 0.08% | 80 |
|
|
2024
Q4 | $6.84M | Buy |
29,491
+23,086
| +360% | +$5.35M | 0.09% | 73 |
|
|
2024
Q3 | $10.3M | Sell |
6,405
-34,635
| -84% | -$55.6M | 0.13% | 57 |
|
|
2024
Q2 | $5.44M | Buy |
41,040
+22,290
| +119% | +$2.95M | 0.07% | 70 |
|
|
2024
Q1 | $2.49M | Buy |
18,750
+770
| +4% | +$102K | 0.04% | 97 |
|
|
2023
Q4 | $1.49M | Buy |
17,980
+4,630
| +35% | +$385K | 0.02% | 132 |
|
|
2023
Q3 | $1.16M | Buy |
13,350
+7,390
| +124% | +$641K | 0.02% | 155 |
|
|
2023
Q2 | $382K | Sell |
5,960
-10,950
| -65% | -$702K | 0.01% | 271 |
|
|
2023
Q1 | $946K | Sell |
16,910
-1,540
| -8% | -$86.2K | 0.02% | 193 |
|
|
2022
Q4 | $819K | Buy |
18,450
+9,810
| +114% | +$435K | 0.01% | 192 |
|
|
2022
Q3 | $420K | Buy |
8,640
+1,460
| +20% | +$71K | 0.01% | 223 |
|
|
2022
Q2 | $452K | Buy |
+7,180
| New | +$452K | 0.01% | 208 |
|