West Coast Financial’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 |
-2,400
| Closed | -$402K | – | 15 |
|
|
2025
Q1 | $402K | Hold |
2,400
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $556K | Sell |
2,400
-12
| -0.5% | -$2.78K | 0.06% | 100 |
|
|
2024
Q3 | $416K | Buy |
2,412
+12
| +0.5% | +$2.07K | 0.05% | 118 |
|
|
2024
Q2 | $385K | Buy |
2,400
+300
| +14% | +$48.2K | 0.05% | 113 |
|
|
2024
Q1 | $278K | Hold |
2,100
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $234K | Buy |
+2,100
| New | +$234K | 0.03% | 147 |
|