Truepoint Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,665
-200
| -5% | -$55.1K | 0.03% | 70 |
|
|
2025
Q1 | $647K | Sell |
3,865
-373
| -9% | -$62.5K | 0.02% | 83 |
|
|
2024
Q4 | $983K | Buy |
4,238
+456
| +12% | +$106K | 0.03% | 66 |
|
|
2024
Q3 | $652K | Buy |
3,782
+1,662
| +78% | +$287K | 0.02% | 77 |
|
|
2024
Q2 | $340K | Sell |
2,120
-110
| -5% | -$17.7K | 0.01% | 99 |
|
|
2024
Q1 | $296K | Sell |
2,230
-5,220
| -70% | -$692K | 0.01% | 109 |
|
|
2023
Q4 | $832K | Buy |
7,450
+1,950
| +35% | +$218K | 0.02% | 90 |
|
|
2023
Q3 | $457K | Buy |
+5,500
| New | +$457K | 0.01% | 123 |
|