Exchange Bank’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $584K | Buy |
2,119
+60
| +3% | +$16.5K | 0.46% | 66 |
|
2025
Q1 | $345K | Hold |
2,059
| – | – | 0.28% | 89 |
|
2024
Q4 | $477K | Buy |
2,059
+19
| +0.9% | +$4.41K | 0.38% | 74 |
|
2024
Q3 | $352K | Hold |
2,040
| – | – | 0.29% | 85 |
|
2024
Q2 | $328K | Sell |
2,040
-330
| -14% | -$53K | 0.28% | 82 |
|
2024
Q1 | $314K | Buy |
2,370
+100
| +4% | +$13.3K | 0.26% | 85 |
|
2023
Q4 | $253K | Sell |
2,270
-570
| -20% | -$63.6K | 0.22% | 97 |
|
2023
Q3 | $236K | Sell |
2,840
-220
| -7% | -$18.3K | 0.23% | 89 |
|
2023
Q2 | $265K | Buy |
+3,060
| New | +$265K | 0.26% | 92 |
|