LPT
Legacy Private Trust’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
90,337
-1,086
| -1% | -$299K | 1.61% | 12 |
|
|
2025
Q1 | $15.3M | Sell |
91,423
-7,264
| -7% | -$1.22M | 1.05% | 21 |
|
|
2024
Q4 | $22.9M | Sell |
98,687
-1,571
| -2% | -$364K | 1.5% | 14 |
|
|
2024
Q3 | $17.3M | Buy |
100,258
+90,379
| +915% | +$15.6M | 1.16% | 18 |
|
|
2024
Q2 | $15.9M | Buy |
9,879
+8
| +0.1% | +$12.8K | 1.13% | 20 |
|
|
2024
Q1 | $13.1M | Sell |
9,871
-486
| -5% | -$644K | 0.96% | 24 |
|
|
2023
Q4 | $11.6M | Buy |
10,357
+223
| +2% | +$249K | 0.92% | 24 |
|
|
2023
Q3 | $8.42M | Sell |
10,134
-54
| -0.5% | -$44.9K | 0.72% | 33 |
|
|
2023
Q2 | $8.84M | Buy |
10,188
+320
| +3% | +$278K | 0.73% | 33 |
|
|
2023
Q1 | $6.33M | Sell |
9,868
-80
| -0.8% | -$51.3K | 0.54% | 50 |
|
|
2022
Q4 | $5.56M | Buy |
9,948
+1,138
| +13% | +$636K | 0.5% | 58 |
|
|
2022
Q3 | $3.91M | Buy |
8,810
+5,424
| +160% | +$2.41M | 0.37% | 71 |
|
|
2022
Q2 | $1.65M | Sell |
3,386
-57
| -2% | -$27.7K | 0.15% | 106 |
|
|
2022
Q1 | $2.17M | Sell |
3,443
-45
| -1% | -$28.3K | 0.17% | 104 |
|
|
2021
Q4 | $2.32M | Buy |
3,488
+200
| +6% | +$133K | 0.17% | 106 |
|
|
2021
Q3 | $1.59M | Hold |
3,288
| – | – | 0.13% | 120 |
|
|
2021
Q2 | $1.57M | Sell |
3,288
-18
| -0.5% | -$8.58K | 0.13% | 126 |
|
|
2021
Q1 | $1.53M | Sell |
3,306
-91
| -3% | -$42.2K | 0.14% | 123 |
|
|
2020
Q4 | $1.49M | Sell |
3,397
-225
| -6% | -$98.5K | 0.14% | 112 |
|
|
2020
Q3 | $1.32M | Sell |
3,622
-63
| -2% | -$23K | 0.14% | 110 |
|
|
2020
Q2 | $1.16M | Sell |
3,685
-550
| -13% | -$174K | 0.13% | 114 |
|
|
2020
Q1 | $1M | Sell |
4,235
-1,909
| -31% | -$453K | 0.13% | 120 |
|
|
2019
Q4 | $1.94M | Sell |
6,144
-196
| -3% | -$62K | 0.2% | 102 |
|
|
2019
Q3 | $1.75M | Sell |
6,340
-36
| -0.6% | -$9.94K | 0.2% | 100 |
|
|
2019
Q2 | $1.84M | Sell |
6,376
-3,000
| -32% | -$863K | 0.21% | 98 |
|
|
2019
Q1 | $2.82M | Sell |
9,376
-377
| -4% | -$113K | 0.33% | 79 |
|
|
2018
Q4 | $2.48M | Sell |
9,753
-50
| -0.5% | -$12.7K | 0.32% | 80 |
|
|
2018
Q3 | $2.42M | Sell |
9,803
-616
| -6% | -$152K | 0.27% | 86 |
|
|
2018
Q2 | $2.53M | Sell |
10,419
-334
| -3% | -$81K | 0.3% | 83 |
|
|
2018
Q1 | $2.53M | Sell |
10,753
-5,835
| -35% | -$1.38M | 0.3% | 80 |
|
|
2017
Q4 | $4.26M | Sell |
16,588
-485
| -3% | -$125K | 0.5% | 55 |
|
|
2017
Q3 | $4.14M | Sell |
17,073
-662
| -4% | -$161K | 0.5% | 50 |
|
|
2017
Q2 | $4.13M | Sell |
17,735
-2,018
| -10% | -$470K | 0.52% | 48 |
|
|
2017
Q1 | $4.33M | Sell |
19,753
-3,032
| -13% | -$664K | 0.56% | 54 |
|
|
2016
Q4 | $4.03M | Sell |
22,785
-35
| -0.2% | -$6.19K | 0.55% | 51 |
|
|
2016
Q3 | $3.94M | Buy |
22,820
+14,848
| +186% | +$2.56M | 0.54% | 51 |
|
|
2016
Q2 | $1.24M | Buy |
7,972
+5,752
| +259% | +$894K | 0.18% | 116 |
|
|
2016
Q1 | $343K | Buy |
+2,220
| New | +$343K | 0.05% | 191 |
|