Union Savings Bank’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
4,785
-210
| -4% | -$61.7K | 0.65% | 29 |
|
|
2025
Q1 | $836K | Sell |
4,995
-1,061
| -18% | -$178K | 0.41% | 52 |
|
|
2024
Q4 | $1.4M | Sell |
6,056
-532
| -8% | -$123K | 0.69% | 29 |
|
|
2024
Q3 | $1.14M | Sell |
6,588
-62
| -0.9% | -$10.7K | 0.56% | 38 |
|
|
2024
Q2 | $1.07M | Buy |
6,650
+370
| +6% | +$59.4K | 0.56% | 38 |
|
|
2024
Q1 | $832K | Buy |
6,280
+3,110
| +98% | +$412K | 0.44% | 53 |
|
|
2023
Q4 | $354K | Buy |
3,170
+290
| +10% | +$32.4K | 0.2% | 97 |
|
|
2023
Q3 | $239K | Hold |
2,880
| – | – | 0.15% | 114 |
|
|
2023
Q2 | $259K | Buy |
+2,880
| New | +$259K | 0.15% | 113 |
|