TrinityPoint Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$3.45M Sell
2024
Q3
$2.82M Sell
2024
Q2
$2.91M Sell
2024
Q1
$2.48M Sell
2023
Q4
$2.1M Sell
2023
Q3
$1.66M Sell
2023
Q2
$1.91M Sell
2023
Q1
$1.47M Sell
2022
Q4
$1.32M Buy
2022
Q3
$1.05M Sell
2022
Q2
$1.17M Sell
2022
Q1
$1.55M Buy
2021
Q4
$1.57M Sell
2021
Q3
$1.16M Buy
2021
Q2
$986K Buy
2021
Q1
$881K Buy