Petrus Trust Company’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
1,543
-1,379
-47% -$380K 0.04% 170
2025
Q1
$489K Buy
+2,922
New +$489K 0.05% 203
2023
Q1
Sell
-5,400
Closed -$302K 537
2022
Q4
$302K Buy
+5,400
New +$302K 0.04% 260