Davidson Trust Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
7,108
+606
| +9% | +$167K | 0.9% | 29 |
|
|
2025
Q1 | $1.09M | Sell |
6,502
-1,080
| -14% | -$181K | 0.52% | 54 |
|
|
2024
Q4 | $1.76M | Buy |
7,582
+144
| +2% | +$33.4K | 0.9% | 28 |
|
|
2024
Q3 | $1.28M | Buy |
7,438
+2,128
| +40% | +$367K | 0.66% | 41 |
|
|
2024
Q2 | $853K | Sell |
5,310
-320
| -6% | -$51.4K | 0.59% | 50 |
|
|
2024
Q1 | $746K | Buy |
5,630
+220
| +4% | +$29.2K | 0.43% | 58 |
|
|
2023
Q4 | $604K | Sell |
5,410
-450
| -8% | -$50.2K | 0.39% | 67 |
|
|
2023
Q3 | $487K | Buy |
5,860
+420
| +8% | +$34.9K | 0.36% | 69 |
|
|
2023
Q2 | $472K | Buy |
5,440
+2,200
| +68% | +$191K | 0.34% | 74 |
|
|
2023
Q1 | $208K | Buy |
+3,240
| New | +$208K | 0.16% | 118 |
|
|
2022
Q2 | – | Sell |
-3,950
| Closed | -$249K | – | 109 |
|
|
2022
Q1 | $249K | Sell |
3,950
-70
| -2% | -$4.41K | 0.19% | 109 |
|
|
2021
Q4 | $267K | Sell |
4,020
-1,010
| -20% | -$67.1K | 0.18% | 112 |
|
|
2021
Q3 | $243K | Buy |
+5,030
| New | +$243K | 0.19% | 115 |
|