Colonial 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 | $2.53M | Buy |
9,173
+253
| +3% | +$69.7K | 0.37% | 70 |
|
|
2025
Q1 | $1.49M | Sell |
8,920
-1,165
| -12% | -$195K | 0.23% | 94 |
|
|
2024
Q4 | $2.34M | Buy |
10,085
+1,285
| +15% | +$298K | 0.35% | 72 |
|
|
2024
Q3 | $1.52M | Sell |
8,800
-140
| -2% | -$24.2K | 0.23% | 95 |
|
|
2024
Q2 | $1.44M | Buy |
8,940
+610
| +7% | +$97.9K | 0.25% | 88 |
|
|
2024
Q1 | $1.1M | Buy |
8,330
+680
| +9% | +$90.1K | 0.21% | 96 |
|
|
2023
Q4 | $854K | Buy |
7,650
+1,850
| +32% | +$206K | 0.18% | 108 |
|
|
2023
Q3 | $482K | Buy |
5,800
+510
| +10% | +$42.3K | 0.12% | 131 |
|
|
2023
Q2 | $459K | Sell |
5,290
-840
| -14% | -$72.9K | 0.11% | 140 |
|
|
2023
Q1 | $393K | Sell |
6,130
-190
| -3% | -$12.2K | 0.1% | 158 |
|
|
2022
Q4 | $353K | Buy |
6,320
+500
| +9% | +$28K | 0.1% | 151 |
|
|
2022
Q3 | $258K | Buy |
+5,820
| New | +$258K | 0.08% | 172 |
|