Colonial Trust Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
9,044
+668
| +8% | +$184K | 0.21% | 90 |
|
|
2025
Q1 | $1.4M | Buy |
8,376
+5,172
| +161% | +$866K | 0.12% | 101 |
|
|
2024
Q4 | $743K | Sell |
3,204
-20
| -0.6% | -$4.64K | 0.07% | 124 |
|
|
2024
Q3 | $556K | Buy |
3,224
+2,164
| +204% | +$373K | 0.05% | 140 |
|
|
2024
Q2 | $170K | Sell |
1,060
-100
| -9% | -$16.1K | 0.02% | 196 |
|
|
2024
Q1 | $154K | Buy |
1,160
+300
| +35% | +$39.8K | 0.02% | 203 |
|
|
2023
Q4 | $96K | Buy |
860
+10
| +1% | +$1.12K | 0.01% | 244 |
|
|
2023
Q3 | $70.6K | Buy |
850
+10
| +1% | +$831 | 0.01% | 288 |
|
|
2023
Q2 | $72.9K | Hold |
840
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $53.9K | Buy |
840
+30
| +4% | +$1.93K | 0.01% | 324 |
|
|
2022
Q4 | $45.3K | Sell |
810
-10
| -1% | -$559 | 0.01% | 341 |
|
|
2022
Q3 | $36K | Buy |
+820
| New | +$36K | ﹤0.01% | 239 |
|