TAM
Trust Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Hold |
53,767
| – | – | 1.1% | 11 |
|
|
2025
Q1 | $9M | Buy |
53,767
+5,377
| +11% | +$900K | 0.74% | 15 |
|
|
2024
Q4 | $11.2M | Hold |
48,390
| – | – | 0.88% | 14 |
|
|
2024
Q3 | $8.35M | Buy |
48,390
+43,551
| +900% | +$7.51M | 0.67% | 15 |
|
|
2024
Q2 | $7.77M | Hold |
4,839
| – | – | 0.65% | 16 |
|
|
2024
Q1 | $6.41M | Hold |
4,839
| – | – | 0.56% | 17 |
|
|
2023
Q4 | $5.4M | Hold |
4,839
| – | – | 0.52% | 18 |
|
|
2023
Q3 | $4.02M | Hold |
4,839
| – | – | 0.43% | 21 |
|
|
2023
Q2 | $4.2M | Hold |
4,839
| – | – | 0.44% | 21 |
|
|
2023
Q1 | $3.1M | Buy |
4,839
+209
| +5% | +$134K | 0.35% | 24 |
|
|
2022
Q4 | $2.59M | Hold |
4,630
| – | – | 0.32% | 27 |
|
|
2022
Q3 | $2.06M | Buy |
4,630
+290
| +7% | +$129K | 0.28% | 28 |
|
|
2022
Q2 | $2.11M | Buy |
4,340
+260
| +6% | +$126K | 0.29% | 29 |
|
|
2022
Q1 | $2.57M | Buy |
4,080
+154
| +4% | +$97K | 0.32% | 25 |
|
|
2021
Q4 | $2.61M | Hold |
3,926
| – | – | 0.32% | 26 |
|
|
2021
Q3 | $1.9M | Buy |
3,926
+265
| +7% | +$129K | 0.26% | 38 |
|
|
2021
Q2 | $1.75M | Buy |
3,661
+422
| +13% | +$201K | 0.24% | 41 |
|
|
2021
Q1 | $1.5M | Buy |
3,239
+580
| +22% | +$269K | 0.2% | 43 |
|
|
2020
Q4 | $1.16M | Buy |
2,659
+638
| +32% | +$279K | 0.18% | 43 |
|
|
2020
Q3 | $736K | Buy |
2,021
+908
| +82% | +$331K | 0.13% | 44 |
|
|
2020
Q2 | $351K | Buy |
+1,113
| New | +$351K | 0.07% | 51 |
|
|
2018
Q3 | – | Sell |
-1,358
| Closed | -$330K | – | 46 |
|
|
2018
Q2 | $330K | Buy |
+1,358
| New | +$330K | 0.13% | 28 |
|