WhitTier Trust Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.2M | Buy |
312,801
+7,342
| +2% | +$2.02M | 1.95% | 9 |
|
|
2025
Q1 | $51.1M | Buy |
305,459
+7,888
| +3% | +$1.32M | 1.29% | 15 |
|
|
2024
Q4 | $69M | Buy |
297,571
+13,936
| +5% | +$3.23M | 1.69% | 10 |
|
|
2024
Q3 | $48.9M | Buy |
283,635
+32,305
| +13% | +$5.57M | 1.26% | 14 |
|
|
2024
Q2 | $40.4M | Buy |
251,330
+8,580
| +4% | +$1.38M | 1.12% | 15 |
|
|
2024
Q1 | $32.2M | Buy |
242,750
+10,490
| +5% | +$1.39M | 0.92% | 19 |
|
|
2023
Q4 | $25.9M | Buy |
232,260
+910
| +0.4% | +$102K | 0.83% | 21 |
|
|
2023
Q3 | $19.2M | Sell |
231,350
-1,000
| -0.4% | -$83.1K | 0.68% | 33 |
|
|
2023
Q2 | $20.2M | Buy |
232,350
+5,350
| +2% | +$464K | 0.68% | 30 |
|
|
2023
Q1 | $14.6M | Buy |
227,000
+7,940
| +4% | +$509K | 0.54% | 43 |
|
|
2022
Q4 | $12.2M | Sell |
219,060
-4,480
| -2% | -$250K | 0.48% | 52 |
|
|
2022
Q3 | $9.93M | Buy |
223,540
+21,060
| +10% | +$935K | 0.42% | 57 |
|
|
2022
Q2 | $9.84M | Buy |
202,480
+11,400
| +6% | +$554K | 0.41% | 60 |
|
|
2022
Q1 | $12M | Buy |
191,080
+20,790
| +12% | +$1.31M | 0.44% | 53 |
|
|
2021
Q4 | $11.3M | Buy |
170,290
+9,950
| +6% | +$662K | 0.41% | 58 |
|
|
2021
Q3 | $7.78M | Buy |
160,340
+4,080
| +3% | +$198K | 0.32% | 77 |
|
|
2021
Q2 | $7.45M | Sell |
156,260
-2,680
| -2% | -$128K | 0.31% | 76 |
|
|
2021
Q1 | $7.37M | Buy |
158,940
+9,470
| +6% | +$439K | 0.33% | 75 |
|
|
2020
Q4 | $6.55M | Buy |
149,470
+37,300
| +33% | +$1.63M | 0.33% | 78 |
|
|
2020
Q3 | $4.09M | Buy |
112,170
+1,100
| +1% | +$40.1K | 0.24% | 100 |
|
|
2020
Q2 | $3.51M | Buy |
111,070
+330
| +0.3% | +$10.4K | 0.22% | 104 |
|
|
2020
Q1 | $2.63M | Buy |
110,740
+11,150
| +11% | +$264K | 0.2% | 108 |
|
|
2019
Q4 | $3.15M | Buy |
99,590
+1,710
| +2% | +$54K | 0.2% | 108 |
|
|
2019
Q3 | $2.7M | Buy |
97,880
+6,710
| +7% | +$185K | 0.19% | 113 |
|
|
2019
Q2 | $2.62M | Buy |
91,170
+4,430
| +5% | +$128K | 0.19% | 113 |
|
|
2019
Q1 | $2.61M | Buy |
86,740
+7,700
| +10% | +$232K | 0.19% | 115 |
|
|
2018
Q4 | $2.01M | Buy |
79,040
+790
| +1% | +$20.1K | 0.17% | 128 |
|
|
2018
Q3 | $1.93M | Sell |
78,250
-8,790
| -10% | -$217K | 0.14% | 140 |
|
|
2018
Q2 | $2.11M | Buy |
87,040
+7,970
| +10% | +$193K | 0.17% | 137 |
|
|
2018
Q1 | $1.86M | Buy |
79,070
+3,280
| +4% | +$77.3K | 0.15% | 135 |
|
|
2017
Q4 | $1.95M | Buy |
75,790
+2,660
| +4% | +$68.3K | 0.17% | 131 |
|
|
2017
Q3 | $1.77M | Buy |
73,130
+1,670
| +2% | +$40.5K | 0.16% | 136 |
|
|
2017
Q2 | $1.67M | Buy |
71,460
+28,790
| +67% | +$671K | 0.16% | 142 |
|
|
2017
Q1 | $934K | Buy |
42,670
+41,090
| +2,601% | +$899K | 0.09% | 190 |
|
|
2016
Q4 | $28K | Sell |
1,580
-10
| -0.6% | -$177 | ﹤0.01% | 634 |
|
|
2016
Q3 | $27K | Sell |
1,590
-50
| -3% | -$849 | ﹤0.01% | 626 |
|
|
2016
Q2 | $25K | Sell |
1,640
-480
| -23% | -$7.32K | ﹤0.01% | 639 |
|
|
2016
Q1 | $33K | Buy |
2,120
+1,120
| +112% | +$17.4K | ﹤0.01% | 593 |
|
|
2015
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 715 |
|
|
2015
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 744 |
|
|
2015
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 766 |
|
|
2015
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 770 |
|
|
2014
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 784 |
|
|
2014
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 801 |
|
|
2014
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 820 |
|
|
2014
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 856 |
|
|
2013
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 821 |
|
|
2013
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 816 |
|
|
2013
Q2 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 811 |
|