Equitable 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 | $16.2M | Buy |
58,944
+9,575
| +19% | +$2.64M | 0.81% | 32 |
|
|
2025
Q1 | $8.27M | Buy |
49,369
+10,497
| +27% | +$1.76M | 0.46% | 44 |
|
|
2024
Q4 | $9.01M | Buy |
38,872
+523
| +1% | +$121K | 0.5% | 40 |
|
|
2024
Q3 | $6.62M | Buy |
38,349
+3,839
| +11% | +$662K | 0.42% | 48 |
|
|
2024
Q2 | $5.54M | Buy |
34,510
+3,370
| +11% | +$541K | 0.38% | 54 |
|
|
2024
Q1 | $4.13M | Sell |
31,140
-5,170
| -14% | -$685K | 0.29% | 75 |
|
|
2023
Q4 | $4.05M | Sell |
36,310
-1,830
| -5% | -$204K | 0.3% | 68 |
|
|
2023
Q3 | $3.17M | Buy |
38,140
+3,120
| +9% | +$259K | 0.26% | 73 |
|
|
2023
Q2 | $3.04M | Sell |
35,020
-1,460
| -4% | -$127K | 0.23% | 79 |
|
|
2023
Q1 | $2.34M | Buy |
36,480
+410
| +1% | +$26.3K | 0.18% | 102 |
|
|
2022
Q4 | $2.02M | Buy |
36,070
+5,510
| +18% | +$308K | 0.16% | 124 |
|
|
2022
Q3 | $1.36M | Buy |
30,560
+4,640
| +18% | +$206K | 0.11% | 148 |
|
|
2022
Q2 | $1.26M | Buy |
25,920
+9,830
| +61% | +$477K | 0.09% | 158 |
|
|
2022
Q1 | $1.01M | Buy |
16,090
+30
| +0.2% | +$1.89K | 0.07% | 176 |
|
|
2021
Q4 | $1.07M | Sell |
16,060
-4,000
| -20% | -$266K | 0.07% | 172 |
|
|
2021
Q3 | $973K | Buy |
20,060
+760
| +4% | +$36.9K | 0.06% | 185 |
|
|
2021
Q2 | $920K | Buy |
19,300
+2,070
| +12% | +$98.7K | 0.06% | 195 |
|
|
2021
Q1 | $799K | Sell |
17,230
-3,130
| -15% | -$145K | 0.06% | 192 |
|
|
2020
Q4 | $891K | Buy |
20,360
+750
| +4% | +$32.8K | 0.07% | 190 |
|
|
2020
Q3 | $714K | Buy |
19,610
+780
| +4% | +$28.4K | 0.06% | 195 |
|
|
2020
Q2 | $594K | Sell |
18,830
-30
| -0.2% | -$946 | 0.05% | 202 |
|
|
2020
Q1 | $447K | Buy |
+18,860
| New | +$447K | 0.05% | 214 |
|