TCA
Transcend Capital Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.97M | Sell |
32,549
-32,154
| -50% | -$8.86M | 0.69% | 31 |
|
2025
Q1 | $10.8M | Buy |
64,703
+1,490
| +2% | +$249K | 0.78% | 25 |
|
2024
Q4 | $14.7M | Sell |
63,213
-545
| -0.9% | -$126K | 1.06% | 13 |
|
2024
Q3 | $11M | Buy |
63,758
+57,502
| +919% | +$9.92M | 0.74% | 26 |
|
2024
Q2 | $10M | Sell |
6,256
-184
| -3% | -$295K | 0.73% | 27 |
|
2024
Q1 | $8.54M | Sell |
6,440
-130
| -2% | -$172K | 0.68% | 30 |
|
2023
Q4 | $7.33M | Sell |
6,570
-106
| -2% | -$118K | 0.65% | 31 |
|
2023
Q3 | $5.54M | Buy |
6,676
+118
| +2% | +$98K | 0.54% | 38 |
|
2023
Q2 | $5.69M | Sell |
6,558
-503
| -7% | -$436K | 0.54% | 36 |
|
2023
Q1 | $4.53M | Buy |
7,061
+295
| +4% | +$189K | 0.47% | 48 |
|
2022
Q4 | $3.78M | Sell |
6,766
-819
| -11% | -$458K | 0.41% | 51 |
|
2022
Q3 | $3.37M | Buy |
7,585
+67
| +0.9% | +$29.8K | 0.37% | 57 |
|
2022
Q2 | $3.65M | Sell |
7,518
-95
| -1% | -$46.1K | 0.38% | 58 |
|
2022
Q1 | $4.79M | Buy |
7,613
+321
| +4% | +$202K | 0.43% | 48 |
|
2021
Q4 | $4.85M | Buy |
7,292
+486
| +7% | +$323K | 0.43% | 55 |
|
2021
Q3 | $3.63M | Buy |
6,806
+70
| +1% | +$37.4K | 0.33% | 76 |
|
2021
Q2 | $3.21M | Buy |
6,736
+466
| +7% | +$222K | 0.46% | 57 |
|
2021
Q1 | $2.91M | Sell |
6,270
-212
| -3% | -$98.2K | 0.35% | 76 |
|
2020
Q4 | $2.84M | Buy |
6,482
+3,855
| +147% | +$1.69M | 0.37% | 70 |
|
2020
Q3 | $957K | Buy |
+2,627
| New | +$957K | 0.17% | 120 |
|
2020
Q2 | – | Sell |
-2,257
| Closed | -$541K | – | 124 |
|
2020
Q1 | $541K | Buy |
2,257
+114
| +5% | +$27.3K | 0.16% | 133 |
|
2019
Q4 | $677K | Buy |
+2,143
| New | +$677K | 0.18% | 122 |
|