Epic Trust Investment Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$390K Sell
2024
Q1
$326K Sell
2023
Q4
$279K Sell
2023
Q3
$238K Sell
2023
Q2
$277K Sell
2023
Q1
$303K Buy
2022
Q2
Sell
2022
Q1
$208K Buy