DWM
Dakota Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Sell |
134,077
-104,255
| -44% | -$28.7M | 0.78% | 24 |
|
|
2025
Q1 | $39.9M | Sell |
238,332
-7,021
| -3% | -$1.18M | 0.93% | 15 |
|
|
2024
Q4 | $56.9M | Sell |
245,353
-15,943
| -6% | -$3.7M | 1.31% | 10 |
|
|
2024
Q3 | $45.1M | Buy |
261,296
+232,510
| +808% | +$40.1M | 1.02% | 12 |
|
|
2024
Q2 | $46.2M | Buy |
28,786
+4,457
| +18% | +$7.16M | 1.09% | 13 |
|
|
2024
Q1 | $32.2M | Buy |
24,329
+315
| +1% | +$418K | 0.8% | 20 |
|
|
2023
Q4 | $26.8M | Sell |
24,014
-35
| -0.1% | -$39.1K | 1.04% | 16 |
|
|
2023
Q3 | $20M | Sell |
24,049
-2,591
| -10% | -$2.15M | 0.88% | 23 |
|
|
2023
Q2 | $23.1M | Buy |
26,640
+5,758
| +28% | +$4.99M | 1.09% | 16 |
|
|
2023
Q1 | $13.4M | Buy |
20,882
+11,141
| +114% | +$7.15M | 0.89% | 23 |
|
|
2022
Q4 | $5.45M | Sell |
9,741
-637
| -6% | -$356K | 0.39% | 65 |
|
|
2022
Q3 | $4.61M | Buy |
10,378
+1,460
| +16% | +$648K | 0.37% | 65 |
|
|
2022
Q2 | $4.33M | Sell |
8,918
-9,349
| -51% | -$4.54M | 0.4% | 71 |
|
|
2022
Q1 | $11.5M | Buy |
18,267
+6,825
| +60% | +$4.3M | 0.93% | 20 |
|
|
2021
Q4 | $7.61M | Buy |
11,442
+4,003
| +54% | +$2.66M | 0.8% | 28 |
|
|
2021
Q3 | $3.61M | Buy |
7,439
+184
| +3% | +$89.2K | 0.41% | 65 |
|
|
2021
Q2 | $3.46M | Sell |
7,255
-754
| -9% | -$359K | 0.41% | 69 |
|
|
2021
Q1 | $3.71M | Buy |
8,009
+410
| +5% | +$190K | 0.49% | 56 |
|
|
2020
Q4 | $3.33M | Buy |
7,599
+3,978
| +110% | +$1.74M | 0.43% | 61 |
|
|
2020
Q3 | $1.32M | Sell |
3,621
-2,417
| -40% | -$880K | 0.21% | 102 |
|
|
2020
Q2 | $1.91M | Buy |
6,038
+3,048
| +102% | +$962K | 0.33% | 83 |
|
|
2020
Q1 | $709K | Buy |
+2,990
| New | +$709K | 0.15% | 128 |
|
|
2019
Q3 | – | Sell |
-10,576
| Closed | -$3.05M | – | 305 |
|
|
2019
Q2 | $3.05M | Buy |
10,576
+4,808
| +83% | +$1.38M | 0.58% | 44 |
|
|
2019
Q1 | $1.73M | Buy |
+5,768
| New | +$1.73M | 0.34% | 74 |
|
|
2018
Q3 | – | Sell |
-1,205
| Closed | -$292K | – | 285 |
|
|
2018
Q2 | $292K | Buy |
+1,205
| New | +$292K | 0.08% | 170 |
|