Darwin Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
9,053
-3,609
| -29% | -$995K | 0.86% | 32 |
|
|
2025
Q1 | $2.94M | Hold |
12,662
| – | – | 0.99% | 32 |
|
|
2024
Q4 | $2.94M | Sell |
12,662
-3,221
| -20% | -$747K | 0.99% | 32 |
|
|
2024
Q3 | $2.74M | Sell |
15,883
-557
| -3% | -$96.1K | 0.75% | 42 |
|
|
2024
Q2 | $2.64M | Sell |
16,440
-630
| -4% | -$101K | 1.31% | 24 |
|
|
2024
Q1 | $2.26M | Buy |
17,070
+13,550
| +385% | +$1.8M | 0.63% | 48 |
|
|
2023
Q4 | $393K | Sell |
3,520
-630
| -15% | -$70.4K | 0.11% | 103 |
|
|
2023
Q3 | $345K | Buy |
4,150
+90
| +2% | +$7.48K | 0.09% | 109 |
|
|
2023
Q2 | $358K | Buy |
4,060
+630
| +18% | +$55.6K | 0.09% | 106 |
|
|
2023
Q1 | $215K | Sell |
3,430
-440
| -11% | -$27.6K | 0.06% | 147 |
|
|
2022
Q4 | $224K | Sell |
3,870
-10,290
| -73% | -$595K | 0.06% | 153 |
|
|
2022
Q3 | $617K | Sell |
14,160
-2,050
| -13% | -$89.3K | 0.15% | 95 |
|
|
2022
Q2 | $861K | Sell |
16,210
-5,670
| -26% | -$301K | 0.17% | 92 |
|
|
2022
Q1 | $1.38M | Sell |
21,880
-1,640
| -7% | -$103K | 0.23% | 76 |
|
|
2021
Q4 | $1.29M | Sell |
23,520
-6,770
| -22% | -$371K | 0.2% | 79 |
|
|
2021
Q3 | $1.47M | Buy |
+30,290
| New | +$1.47M | 0.23% | 69 |
|
|
2020
Q2 | – | Sell |
-1,870
| Closed | -$44K | – | 198 |
|
|
2020
Q1 | $44K | Buy |
+1,870
| New | +$44K | 0.01% | 258 |
|