Coastline Trust’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.59M Sell
11,613
-300
-3% -$98.7K 0.36% 48
2025
Q4
$4.12M Buy
11,913
+5,975
+101% +$2.14M 0.39% 44
2025
Q3
$1.96M Buy
5,938
+618
+12% +$190K 0.21% 83
2025
Q2
$1.47M Sell
5,320
-803
-13% -$174K 0.17% 98
2025
Q1
$1.03M Buy
6,123
+2,075
+51% +$439K 0.13% 123
2024
Q4
$938K Buy
4,048
+191
+5% +$35.3K 0.11% 130
2024
Q3
$665K Sell
3,857
-5,193
-57% -$833K 0.08% 149
2024
Q2
$1.45M Buy
9,050
+740
+9% +$104K 0.17% 112
2024
Q1
$1.1M Sell
8,310
-1,020
-11% -$126K 0.13% 132
2023
Q4
$1.04M Buy
9,330
+590
+7% +$55.9K 0.14% 139
2023
Q3
$726K Buy
8,740
+1,460
+20% +$127K 0.11% 163
2023
Q2
$631K Buy
7,280
+420
+6% +$30K 0.09% 184
2023
Q1
$440K Hold
6,860
0.07% 224
2022
Q4
$384K Buy
6,860
+1,300
+23% +$65.2K 0.06% 232
2022
Q3
$247K Buy
+5,560
New +$284K 0.04% 274
2018
Q3
Sell
-55,000
Closed -$1.33M 335
2018
Q2
$1.33M Hold
55,000
0.2% 167
2018
Q1
$1.3M Hold
55,000
0.2% 162
2017
Q4
$1.41M Buy
+55,000
New +$1.43M 0.21% 155

Other funds holding AVGO