TrinityPoint Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.45M | Sell |
14,883
-1,455
| -9% | -$337K | 0.48% | 55 |
|
|
2024
Q3 | $2.82M | Sell |
16,338
-1,812
| -10% | -$313K | 0.41% | 62 |
|
|
2024
Q2 | $2.91M | Sell |
18,150
-580
| -3% | -$93.1K | 0.46% | 57 |
|
|
2024
Q1 | $2.48M | Sell |
18,730
-60
| -0.3% | -$7.95K | 0.41% | 62 |
|
|
2023
Q4 | $2.1M | Sell |
18,790
-1,150
| -6% | -$128K | 0.38% | 69 |
|
|
2023
Q3 | $1.66M | Sell |
19,940
-2,080
| -9% | -$173K | 0.33% | 84 |
|
|
2023
Q2 | $1.91M | Sell |
22,020
-940
| -4% | -$81.5K | 0.37% | 70 |
|
|
2023
Q1 | $1.47M | Sell |
22,960
-640
| -3% | -$41.1K | 0.32% | 86 |
|
|
2022
Q4 | $1.32M | Buy |
23,600
+20
| +0.1% | +$1.12K | 0.3% | 91 |
|
|
2022
Q3 | $1.05M | Sell |
23,580
-520
| -2% | -$23.1K | 0.24% | 106 |
|
|
2022
Q2 | $1.17M | Sell |
24,100
-500
| -2% | -$24.3K | 0.26% | 89 |
|
|
2022
Q1 | $1.55M | Buy |
24,600
+1,000
| +4% | +$63K | 0.28% | 80 |
|
|
2021
Q4 | $1.57M | Sell |
23,600
-340
| -1% | -$22.6K | 0.28% | 83 |
|
|
2021
Q3 | $1.16M | Buy |
23,940
+3,270
| +16% | +$159K | 0.22% | 96 |
|
|
2021
Q2 | $986K | Buy |
20,670
+1,660
| +9% | +$79.2K | 0.2% | 111 |
|
|
2021
Q1 | $881K | Buy |
+19,010
| New | +$881K | 0.21% | 109 |
|