Fiduciary 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 | $93M | Sell |
337,418
-19,856
| -6% | -$5.47M | 1.14% | 16 |
|
2025
Q1 | $59.8M | Buy |
357,274
+4,847
| +1% | +$812K | 0.78% | 24 |
|
2024
Q4 | $81.7M | Sell |
352,427
-5,531
| -2% | -$1.28M | 1.08% | 16 |
|
2024
Q3 | $61.7M | Sell |
357,958
-4,822
| -1% | -$832K | 0.86% | 22 |
|
2024
Q2 | $58.2M | Sell |
362,780
-6,970
| -2% | -$1.12M | 0.87% | 23 |
|
2024
Q1 | $49M | Buy |
369,750
+5,200
| +1% | +$689K | 0.75% | 30 |
|
2023
Q4 | $40.7M | Sell |
364,550
-10,360
| -3% | -$1.16M | 0.68% | 29 |
|
2023
Q3 | $31.1M | Sell |
374,910
-810
| -0.2% | -$67.3K | 0.57% | 35 |
|
2023
Q2 | $32.6M | Sell |
375,720
-990
| -0.3% | -$85.9K | 0.57% | 35 |
|
2023
Q1 | $24.2M | Sell |
376,710
-1,350
| -0.4% | -$86.6K | 0.45% | 47 |
|
2022
Q4 | $21.1M | Buy |
378,060
+12,090
| +3% | +$676K | 0.41% | 53 |
|
2022
Q3 | $16.2M | Buy |
365,970
+8,570
| +2% | +$381K | 0.35% | 56 |
|
2022
Q2 | $17.4M | Buy |
357,400
+6,820
| +2% | +$331K | 0.37% | 56 |
|
2022
Q1 | $22.1M | Buy |
350,580
+21,510
| +7% | +$1.35M | 0.4% | 52 |
|
2021
Q4 | $21.9M | Buy |
329,070
+10,870
| +3% | +$723K | 0.36% | 53 |
|
2021
Q3 | $15.4M | Buy |
318,200
+6,860
| +2% | +$333K | 0.27% | 70 |
|
2021
Q2 | $14.8M | Buy |
311,340
+35,140
| +13% | +$1.68M | 0.29% | 72 |
|
2021
Q1 | $12.8M | Sell |
276,200
-24,920
| -8% | -$1.16M | 0.26% | 81 |
|
2020
Q4 | $13.2M | Buy |
301,120
+23,720
| +9% | +$1.04M | 0.27% | 72 |
|
2020
Q3 | $10.1M | Buy |
277,400
+1,870
| +0.7% | +$68.1K | 0.24% | 83 |
|
2020
Q2 | $8.7M | Buy |
275,530
+41,510
| +18% | +$1.31M | 0.22% | 90 |
|
2020
Q1 | $5.55M | Buy |
234,020
+6,050
| +3% | +$143K | 0.16% | 107 |
|
2019
Q4 | $7.2M | Buy |
227,970
+5,180
| +2% | +$164K | 0.17% | 111 |
|
2019
Q3 | $6.15M | Buy |
222,790
+16,400
| +8% | +$453K | 0.15% | 113 |
|
2019
Q2 | $5.94M | Buy |
206,390
+17,290
| +9% | +$498K | 0.16% | 110 |
|
2019
Q1 | $5.69M | Buy |
189,100
+54,740
| +41% | +$1.65M | 0.15% | 111 |
|
2018
Q4 | $3.42M | Buy |
134,360
+2,490
| +2% | +$63.3K | 0.1% | 137 |
|
2018
Q3 | $3.25M | Sell |
131,870
-1,350
| -1% | -$33.3K | 0.09% | 158 |
|
2018
Q2 | $3.23M | Buy |
133,220
+3,710
| +3% | +$90K | 0.1% | 158 |
|
2018
Q1 | $3.05M | Buy |
129,510
+53,700
| +71% | +$1.27M | 0.09% | 158 |
|
2017
Q4 | $1.95M | Sell |
75,810
-2,630
| -3% | -$67.5K | 0.06% | 195 |
|
2017
Q3 | $1.9M | Sell |
78,440
-8,740
| -10% | -$212K | 0.06% | 197 |
|
2017
Q2 | $2.03M | Sell |
87,180
-150
| -0.2% | -$3.5K | 0.06% | 188 |
|
2017
Q1 | $1.91M | Buy |
87,330
+710
| +0.8% | +$15.5K | 0.06% | 195 |
|
2016
Q4 | $1.53M | Buy |
86,620
+770
| +0.9% | +$13.6K | 0.05% | 211 |
|
2016
Q3 | $1.48M | Buy |
85,850
+4,770
| +6% | +$82.3K | 0.05% | 212 |
|
2016
Q2 | $1.26M | Buy |
81,080
+30
| +0% | +$466 | 0.04% | 225 |
|
2016
Q1 | $1.25M | Buy |
+81,050
| New | +$1.25M | 0.04% | 228 |
|