Equitable Trust’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 | $19.3M | Sell |
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|
2025
Q2 | $16.2M | Buy |
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|
2025
Q1 | $8.27M | Buy |
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|
2024
Q4 | $9.01M | Buy |
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|
2024
Q3 | $6.62M | Buy |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $4.13M | Sell |
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|
2023
Q4 | $4.05M | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $799K | Sell |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | $714K | Buy |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $447K | Buy |
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