WF
WoodTrust Financial’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
3,855
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $645K | Buy |
3,855
+2,049
| +113% | +$343K | 0.09% | 102 |
|
|
2024
Q4 | $419K | Buy |
1,806
+16
| +0.9% | +$3.71K | 0.06% | 126 |
|
|
2024
Q3 | $309K | Buy |
1,790
+1,614
| +917% | +$279K | 0.04% | 144 |
|
|
2024
Q2 | $283K | Sell |
176
-4
| -2% | -$6.43K | 0.04% | 145 |
|
|
2024
Q1 | $239 | Sell |
180
-84
| -32% | -$112 | 0.04% | 153 |
|
|
2023
Q4 | $295K | Buy |
+264
| New | +$295K | 0.05% | 136 |
|