TCPG
Trivant Custom Portfolio Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Sell |
3,470
-50
| -1% | -$13.8K | 0.53% | 59 |
|
|
2025
Q1 | $589K | Hold |
3,520
| – | – | 0.34% | 66 |
|
|
2024
Q4 | $816K | Buy |
3,520
+100
| +3% | +$23.2K | 0.48% | 48 |
|
|
2024
Q3 | $590K | Buy |
3,420
+3,068
| +872% | +$529K | 0.34% | 59 |
|
|
2024
Q2 | $565K | Buy |
352
+19
| +6% | +$30.5K | 0.35% | 53 |
|
|
2024
Q1 | $441K | Hold |
333
| – | – | 0.28% | 48 |
|
|
2023
Q4 | $372K | Buy |
333
+26
| +8% | +$29K | 0.25% | 48 |
|
|
2023
Q3 | $255K | Hold |
307
| – | – | 0.19% | 46 |
|
|
2023
Q2 | $266K | Hold |
307
| – | – | 0.19% | 47 |
|
|
2023
Q1 | $197K | Buy |
+307
| New | +$197K | 0.14% | 56 |
|