Chicago 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 | $6.3M | Buy |
22,861
+125
| +0.5% | +$34.5K | 0.89% | 23 |
|
|
2025
Q1 | $3.81M | Buy |
22,736
+2,224
| +11% | +$372K | 0.68% | 29 |
|
|
2024
Q4 | $4.76M | Buy |
20,512
+1,211
| +6% | +$281K | 0.84% | 22 |
|
|
2024
Q3 | $3.33M | Buy |
19,301
+751
| +4% | +$130K | 0.57% | 34 |
|
|
2024
Q2 | $2.98M | Buy |
18,550
+1,000
| +6% | +$161K | 0.6% | 32 |
|
|
2024
Q1 | $2.33M | Buy |
17,550
+1,830
| +12% | +$243K | 0.48% | 54 |
|
|
2023
Q4 | $1.75M | Buy |
15,720
+160
| +1% | +$17.9K | 0.39% | 61 |
|
|
2023
Q3 | $1.29M | Sell |
15,560
-370
| -2% | -$30.7K | 0.32% | 75 |
|
|
2023
Q2 | $1.38M | Sell |
15,930
-560
| -3% | -$48.6K | 0.33% | 78 |
|
|
2023
Q1 | $1.06M | Buy |
16,490
+3,280
| +25% | +$210K | 0.27% | 96 |
|
|
2022
Q4 | $739K | Buy |
13,210
+5,250
| +66% | +$294K | 0.18% | 129 |
|
|
2022
Q3 | $353K | Buy |
7,960
+510
| +7% | +$22.6K | 0.09% | 203 |
|
|
2022
Q2 | $362K | Buy |
7,450
+240
| +3% | +$11.7K | 0.09% | 203 |
|
|
2022
Q1 | $454K | Buy |
7,210
+2,690
| +60% | +$169K | 0.1% | 198 |
|
|
2021
Q4 | $301K | Buy |
+4,520
| New | +$301K | 0.06% | 270 |
|