TIA
Trust Investment Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.33M | Sell |
22,950
-809
| -3% | -$223K | 3.84% | 4 |
|
2025
Q1 | $3.98M | Buy |
23,759
+269
| +1% | +$45K | 2.56% | 4 |
|
2024
Q4 | $5.45M | Buy |
23,490
+889
| +4% | +$206K | 3.48% | 4 |
|
2024
Q3 | $3.9M | Buy |
22,601
+20,034
| +780% | +$3.46M | 2.48% | 5 |
|
2024
Q2 | $4.12M | Sell |
2,567
-162
| -6% | -$260K | 2.62% | 5 |
|
2024
Q1 | $3.62M | Sell |
2,729
-20
| -0.7% | -$26.5K | 2.61% | 4 |
|
2023
Q4 | $3.07M | Buy |
2,749
+179
| +7% | +$200K | 2.39% | 4 |
|
2023
Q3 | $2.13M | Sell |
2,570
-358
| -12% | -$297K | 1.84% | 5 |
|
2023
Q2 | $2.54M | Buy |
2,928
+287
| +11% | +$249K | 2.05% | 4 |
|
2023
Q1 | $1.69M | Sell |
2,641
-32
| -1% | -$20.5K | 1.52% | 12 |
|
2022
Q4 | $1.49M | Buy |
2,673
+163
| +6% | +$91.2K | 1.41% | 18 |
|
2022
Q3 | $1.12M | Buy |
2,510
+96
| +4% | +$42.6K | 1.16% | 35 |
|
2022
Q2 | $1.17M | Sell |
2,414
-150
| -6% | -$72.9K | 1.13% | 34 |
|
2022
Q1 | $1.62M | Sell |
2,564
-228
| -8% | -$144K | 1.32% | 21 |
|
2021
Q4 | $1.86M | Buy |
2,792
+359
| +15% | +$239K | 1.46% | 14 |
|
2021
Q3 | $1.18M | Buy |
2,433
+10
| +0.4% | +$4.85K | 1.06% | 38 |
|
2021
Q2 | $1.16M | Buy |
2,423
+62
| +3% | +$29.6K | 1.02% | 43 |
|
2021
Q1 | $1.1M | Buy |
2,361
+14
| +0.6% | +$6.49K | 1.07% | 36 |
|
2020
Q4 | $1.03M | Buy |
2,347
+122
| +5% | +$53.4K | 1.04% | 39 |
|
2020
Q3 | $811K | Buy |
2,225
+151
| +7% | +$55K | 0.94% | 43 |
|
2020
Q2 | $655K | Buy |
+2,074
| New | +$655K | 0.84% | 49 |
|