Transatlantique Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
11,691
-724
| -6% | -$200K | 1.18% | 19 |
|
|
2025
Q1 | $2.08M | Sell |
12,415
-283
| -2% | -$47.4K | 0.83% | 29 |
|
|
2024
Q4 | $2.94M | Buy |
12,698
+174
| +1% | +$40.3K | 1.12% | 21 |
|
|
2024
Q3 | $2.16M | Buy |
12,524
+1,234
| +11% | +$213K | 0.83% | 26 |
|
|
2024
Q2 | $1.8M | Hold |
11,290
| – | – | 0.73% | 34 |
|
|
2024
Q1 | $1.5M | Buy |
11,290
+4,540
| +67% | +$602K | 0.65% | 42 |
|
|
2023
Q4 | $753K | Hold |
6,750
| – | – | 0.35% | 100 |
|
|
2023
Q3 | $561K | Hold |
6,750
| – | – | 0.3% | 108 |
|
|
2023
Q2 | $586K | Hold |
6,750
| – | – | 0.31% | 110 |
|
|
2023
Q1 | $433K | Sell |
6,750
-3,570
| -35% | -$229K | 0.24% | 142 |
|
|
2022
Q4 | $577K | Buy |
10,320
+1,940
| +23% | +$108K | 0.35% | 89 |
|
|
2022
Q3 | $372K | Hold |
8,380
| – | – | 0.25% | 131 |
|
|
2022
Q2 | $407K | Buy |
+8,380
| New | +$407K | 0.28% | 127 |
|