Idaho 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 | $565K | Sell |
2,049
-1,408
| -41% | -$388K | 0.2% | 70 |
|
|
2025
Q1 | $579K | Buy |
+3,457
| New | +$579K | 0.24% | 69 |
|
|
2024
Q4 | – | Sell |
-2,090
| Closed | -$361K | – | 76 |
|
|
2024
Q3 | $361K | Hold |
2,090
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $336K | Buy |
+2,090
| New | +$336K | 0.17% | 68 |
|
|
2024
Q1 | – | Sell |
-3,620
| Closed | -$404K | – | 92 |
|
|
2023
Q4 | $404K | Sell |
3,620
-150
| -4% | -$16.7K | 0.23% | 62 |
|
|
2023
Q3 | $313K | Buy |
+3,770
| New | +$313K | 0.2% | 65 |
|