CT
Coastline Trust’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
5,320
-803
| -13% | -$221K | 0.17% | 98 |
|
|
2025
Q1 | $1.03M | Buy |
6,123
+2,075
| +51% | +$347K | 0.13% | 123 |
|
|
2024
Q4 | $938K | Buy |
4,048
+191
| +5% | +$44.3K | 0.11% | 130 |
|
|
2024
Q3 | $665K | Buy |
3,857
+2,952
| +326% | +$509K | 0.08% | 149 |
|
|
2024
Q2 | $1.45M | Buy |
905
+74
| +9% | +$119K | 0.17% | 112 |
|
|
2024
Q1 | $1.1M | Sell |
831
-102
| -11% | -$135K | 0.13% | 132 |
|
|
2023
Q4 | $1.04M | Buy |
933
+59
| +7% | +$65.9K | 0.14% | 139 |
|
|
2023
Q3 | $726K | Buy |
874
+146
| +20% | +$121K | 0.11% | 163 |
|
|
2023
Q2 | $631K | Buy |
728
+42
| +6% | +$36.4K | 0.09% | 184 |
|
|
2023
Q1 | $440K | Hold |
686
| – | – | 0.07% | 224 |
|
|
2022
Q4 | $384K | Buy |
686
+130
| +23% | +$72.7K | 0.06% | 232 |
|
|
2022
Q3 | $247K | Buy |
+556
| New | +$247K | 0.04% | 274 |
|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$1.34M | – | 335 |
|
|
2018
Q2 | $1.34M | Hold |
5,500
| – | – | 0.2% | 167 |
|
|
2018
Q1 | $1.3M | Hold |
5,500
| – | – | 0.2% | 162 |
|
|
2017
Q4 | $1.41M | Buy |
+5,500
| New | +$1.41M | 0.21% | 155 |
|