OneAscent Financial Services’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 | $1.81M | Sell |
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|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $751K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $498K | Buy |
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