TCBWMS
Texas Capital Bank Wealth Management Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
7,999
+1,156
| +17% | +$319K | 0.21% | 63 |
|
|
2025
Q1 | $1.15M | Buy |
6,843
+2,320
| +51% | +$388K | 0.12% | 75 |
|
|
2024
Q4 | $1.05M | Buy |
4,523
+384
| +9% | +$89K | 0.11% | 67 |
|
|
2024
Q3 | $714K | Buy |
4,139
+3,743
| +945% | +$646K | 0.07% | 95 |
|
|
2024
Q2 | $636K | Buy |
396
+146
| +58% | +$234K | 0.07% | 106 |
|
|
2024
Q1 | $331K | Sell |
250
-38
| -13% | -$50.4K | 0.04% | 151 |
|
|
2023
Q4 | $322K | Buy |
+288
| New | +$322K | 0.04% | 142 |
|
|
2022
Q2 | – | Sell |
-808
| Closed | -$509K | – | 147 |
|
|
2022
Q1 | $509K | Buy |
+808
| New | +$509K | 0.05% | 105 |
|