Montecito Bank & Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.36M | Buy |
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|
2025
Q1 | $3.53M | Buy |
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|
2024
Q4 | $4.81M | Sell |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $992K | Buy |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $129K | Buy |
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