Trivest Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156M | Buy |
+565,000
| New | +$156M | 6.05% | 5 |
|
|
2025
Q1 | – | Sell |
-100,500
| Closed | -$23.3M | – | 26 |
|
|
2024
Q4 | $23.3M | Buy |
+100,500
| New | +$23.3M | 1.06% | 28 |
|
|
2024
Q3 | – | Sell |
-215,000
| Closed | -$34.5M | – | 36 |
|
|
2024
Q2 | $34.5M | Buy |
215,000
+195,000
| +975% | +$31.3M | 1.79% | 10 |
|
|
2024
Q1 | $2.65M | Buy |
+20,000
| New | +$2.65M | 0.09% | 23 |
|
|
2023
Q3 | – | Sell |
-800,800
| Closed | -$69.5M | – | 21 |
|
|
2023
Q2 | $69.5M | Buy |
+800,800
| New | +$69.5M | 2.39% | 12 |
|
|
2022
Q1 | – | Sell |
-80,000
| Closed | -$5.32M | – | 25 |
|
|
2021
Q4 | $5.32M | Buy |
+80,000
| New | +$5.32M | 0.49% | 8 |
|