Cetera Trust Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
12,625
+90
| +0.7% | +$24.8K | 2.08% | 9 |
|
|
2025
Q1 | $2.1M | Sell |
12,535
-75
| -0.6% | -$12.6K | 1.34% | 24 |
|
|
2024
Q4 | $2.92M | Sell |
12,610
-30
| -0.2% | -$6.96K | 1.9% | 11 |
|
|
2024
Q3 | $2.18M | Sell |
12,640
-470
| -4% | -$81.1K | 1.33% | 22 |
|
|
2024
Q2 | $2.1M | Sell |
13,110
-1,370
| -9% | -$220K | 1.32% | 24 |
|
|
2024
Q1 | $1.92M | Sell |
14,480
-880
| -6% | -$117K | 1.15% | 29 |
|
|
2023
Q4 | $1.71M | Buy |
+15,360
| New | +$1.71M | 1.07% | 31 |
|