First Western Trust 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 | $1.09M | Buy |
3,969
+185
| +5% | +$51K | 0.05% | 85 |
|
|
2025
Q1 | $634K | Buy |
3,784
+494
| +15% | +$82.7K | 0.03% | 106 |
|
|
2024
Q4 | $763K | Buy |
3,290
+63
| +2% | +$14.6K | 0.04% | 100 |
|
|
2024
Q3 | $557K | Buy |
3,227
+7
| +0.2% | +$1.21K | 0.03% | 117 |
|
|
2024
Q2 | $517K | Hold |
3,220
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $427K | Buy |
3,220
+50
| +2% | +$6.63K | 0.02% | 136 |
|
|
2023
Q4 | $354K | Sell |
3,170
-140
| -4% | -$15.6K | 0.02% | 150 |
|
|
2023
Q3 | $275K | Sell |
3,310
-340
| -9% | -$28.2K | 0.01% | 154 |
|
|
2023
Q2 | $317K | Sell |
3,650
-80
| -2% | -$6.94K | 0.02% | 151 |
|
|
2023
Q1 | $239K | Buy |
+3,730
| New | +$239K | 0.01% | 174 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 169 |
|
|
2022
Q2 | – | Sell |
-3,670
| Closed | -$232K | – | 173 |
|
|
2022
Q1 | $232K | Buy |
+3,670
| New | +$232K | 0.01% | 174 |
|