TrueMark Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,889
| Closed | -$1.32M | – | 149 |
|
|
2025
Q1 | $1.32M | Sell |
7,889
-14,015
| -64% | -$2.35M | 0.35% | 84 |
|
|
2024
Q4 | $5.08M | Buy |
21,904
+6,580
| +43% | +$1.53M | 1.62% | 19 |
|
|
2024
Q3 | $2.64M | Sell |
15,324
-16,376
| -52% | -$2.82M | 0.85% | 48 |
|
|
2024
Q2 | $5.09M | Buy |
31,700
+3,550
| +13% | +$570K | 1.74% | 4 |
|
|
2024
Q1 | $3.73M | Buy |
28,150
+7,930
| +39% | +$1.05M | 3.42% | 3 |
|
|
2023
Q4 | $2.26M | Buy |
+20,220
| New | +$2.26M | 2.24% | 17 |
|