Mechanics Financial Corp’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
2,103
+95
+5% +$26.2K 0.25% 76
2025
Q1
$336K Hold
2,008
0.15% 86
2024
Q4
$466K Sell
2,008
-20
-1% -$4.64K 0.21% 80
2024
Q3
$350K Buy
2,028
+208
+11% +$35.9K 0.15% 87
2024
Q2
$292K Buy
1,820
+820
+82% +$132K 0.15% 93
2024
Q1
$133K Buy
+1,000
New +$133K 0.07% 126