TNA
True North Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Buy |
32,993
+5,136
| +18% | +$1.42M | 1.74% | 9 |
|
|
2025
Q1 | $4.66M | Sell |
27,857
-4,769
| -15% | -$798K | 0.83% | 22 |
|
|
2024
Q4 | $7.56M | Buy |
32,626
+19,212
| +143% | +$4.45M | 1.78% | 6 |
|
|
2024
Q3 | $2.31M | Buy |
13,414
+12,082
| +907% | +$2.08M | 0.61% | 29 |
|
|
2024
Q2 | $2.14M | Buy |
1,332
+60
| +5% | +$96.4K | 0.57% | 29 |
|
|
2024
Q1 | $1.69M | Buy |
+1,272
| New | +$1.69M | 0.47% | 36 |
|
|
2023
Q4 | – | Sell |
-1,409
| Closed | -$1.17M | – | 193 |
|
|
2023
Q3 | $1.17M | Buy |
1,409
+58
| +4% | +$48.2K | 0.36% | 53 |
|
|
2023
Q2 | $1.17M | Buy |
1,351
+497
| +58% | +$431K | 0.33% | 58 |
|
|
2023
Q1 | $548K | Buy |
854
+35
| +4% | +$22.4K | 0.16% | 118 |
|
|
2022
Q4 | $458K | Buy |
+819
| New | +$458K | 0.16% | 110 |
|