TCA
Trifecta Capital Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
43,900
+4,277
| +11% | +$1.18M | 2.01% | 15 |
|
|
2025
Q1 | $6.63M | Buy |
39,623
+2,795
| +8% | +$468K | 1.39% | 24 |
|
|
2024
Q4 | $8.54M | Buy |
36,828
+1,232
| +3% | +$286K | 1.69% | 16 |
|
|
2024
Q3 | $6.14M | Buy |
35,596
+32,155
| +934% | +$5.55M | 1.29% | 24 |
|
|
2024
Q2 | $5.53M | Buy |
3,441
+307
| +10% | +$493K | 1.22% | 24 |
|
|
2024
Q1 | $4.15M | Buy |
3,134
+431
| +16% | +$571K | 1.01% | 30 |
|
|
2023
Q4 | $3.02M | Buy |
2,703
+2,368
| +707% | +$2.64M | 0.83% | 35 |
|
|
2023
Q3 | $278K | Buy |
335
+53
| +19% | +$44K | 0.09% | 74 |
|
|
2023
Q2 | $245K | Sell |
282
-40
| -12% | -$34.7K | 0.08% | 79 |
|
|
2023
Q1 | $207K | Hold |
322
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $180K | Buy |
+322
| New | +$180K | 0.07% | 88 |
|