Montecito Bank & Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.53M | Buy |
21,100
+336
| +2% | +$56.3K | 0.63% | 37 |
|
|
2024
Q4 | $4.81M | Sell |
20,764
-19
| -0.1% | -$4.41K | 0.83% | 27 |
|
|
2024
Q3 | $3.59M | Buy |
20,783
+3,943
| +23% | +$680K | 0.61% | 39 |
|
|
2024
Q2 | $2.7M | Sell |
16,840
-470
| -3% | -$75.5K | 0.55% | 42 |
|
|
2024
Q1 | $2.29M | Buy |
17,310
+3,420
| +25% | +$453K | 0.46% | 49 |
|
|
2023
Q4 | $1.55M | Buy |
13,890
+1,450
| +12% | +$162K | 0.33% | 66 |
|
|
2023
Q3 | $1.03M | Buy |
12,440
+800
| +7% | +$66.4K | 0.24% | 104 |
|
|
2023
Q2 | $1.01M | Buy |
11,640
+530
| +5% | +$46K | 0.23% | 113 |
|
|
2023
Q1 | $713K | Buy |
11,110
+440
| +4% | +$28.2K | 0.17% | 140 |
|
|
2022
Q4 | $596K | Hold |
10,670
| – | – | 0.14% | 155 |
|
|
2022
Q3 | $474K | Buy |
10,670
+2,210
| +26% | +$98.2K | 0.12% | 170 |
|
|
2022
Q2 | $411K | Buy |
8,460
+220
| +3% | +$10.7K | 0.1% | 180 |
|
|
2022
Q1 | $519K | Sell |
8,240
-6,660
| -45% | -$419K | 0.1% | 184 |
|
|
2021
Q4 | $992K | Buy |
14,900
+1,100
| +8% | +$73.2K | 0.18% | 122 |
|
|
2021
Q3 | $669K | Buy |
13,800
+8,210
| +147% | +$398K | 0.13% | 154 |
|
|
2021
Q2 | $267K | Sell |
5,590
-1,680
| -23% | -$80.2K | 0.05% | 234 |
|
|
2021
Q1 | $337K | Sell |
7,270
-500
| -6% | -$23.2K | 0.07% | 205 |
|
|
2020
Q4 | $340K | Buy |
+7,770
| New | +$340K | 0.07% | 195 |
|
|
2017
Q1 | – | Sell |
-7,300
| Closed | -$129K | – | 195 |
|
|
2016
Q4 | $129K | Buy |
+7,300
| New | +$129K | 0.05% | 203 |
|