Colonial Trust Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.01M Buy
2025
Q2
$2.49M Buy
2025
Q1
$1.4M Buy
2024
Q4
$743K Sell
2024
Q3
$556K Buy
2024
Q2
$170K Sell
2024
Q1
$154K Buy
2023
Q4
$96K Buy
2023
Q3
$70.6K Buy
2023
Q2
$72.9K Hold
2023
Q1
$53.9K Buy
2022
Q4
$45.3K Sell
2022
Q3
$36K Buy