TRIA
Trail Ridge Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,607
-52
| -1% | -$15.3K | 0.65% | 40 |
|
|
2025
Q1 | $780K | Sell |
4,659
-1,511
| -24% | -$253K | 0.4% | 52 |
|
|
2024
Q4 | $1.43M | Buy |
6,170
+307
| +5% | +$71.2K | 0.68% | 40 |
|
|
2024
Q3 | $1.02M | Buy |
5,863
+5,254
| +863% | +$912K | 0.48% | 51 |
|
|
2024
Q2 | $978K | Buy |
609
+136
| +29% | +$218K | 0.51% | 48 |
|
|
2024
Q1 | $627K | Sell |
473
-45
| -9% | -$59.6K | 0.35% | 60 |
|
|
2023
Q4 | $578K | Sell |
518
-12
| -2% | -$13.4K | 0.35% | 59 |
|
|
2023
Q3 | $440K | Sell |
530
-17
| -3% | -$14.1K | 0.3% | 69 |
|
|
2023
Q2 | $474K | Sell |
547
-29
| -5% | -$25.2K | 0.29% | 69 |
|
|
2023
Q1 | $370K | Sell |
576
-86
| -13% | -$55.2K | 0.24% | 89 |
|
|
2022
Q4 | $370K | Buy |
662
+10
| +2% | +$5.59K | 0.25% | 90 |
|
|
2022
Q3 | $338K | Sell |
652
-178
| -21% | -$92.3K | 0.22% | 100 |
|
|
2022
Q2 | $403K | Buy |
830
+13
| +2% | +$6.31K | 0.27% | 96 |
|
|
2022
Q1 | $514K | Buy |
+817
| New | +$514K | 0.32% | 88 |
|