Epic Trust Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $390K | Sell |
2,430
-30
| -1% | -$4.82K | 0.43% | 58 |
|
|
2024
Q1 | $326K | Sell |
2,460
-40
| -2% | -$5.31K | 0.4% | 72 |
|
|
2023
Q4 | $279K | Sell |
2,500
-370
| -13% | -$41.3K | 0.37% | 75 |
|
|
2023
Q3 | $238K | Sell |
2,870
-320
| -10% | -$26.6K | 0.38% | 76 |
|
|
2023
Q2 | $277K | Sell |
3,190
-1,530
| -32% | -$133K | 0.39% | 67 |
|
|
2023
Q1 | $303K | Buy |
+4,720
| New | +$303K | 0.37% | 73 |
|
|
2022
Q2 | – | Sell |
-3,280
| Closed | -$208K | – | 71 |
|
|
2022
Q1 | $208K | Buy |
+3,280
| New | +$208K | 0.32% | 74 |
|