Daymark Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2M | Buy |
149,400
+182
| +0.1% | +$50.2K | 1.57% | 10 |
|
|
2025
Q1 | $25M | Buy |
149,218
+13,833
| +10% | +$2.32M | 1.07% | 17 |
|
|
2024
Q4 | $31.4M | Sell |
135,385
-12,274
| -8% | -$2.85M | 1.33% | 11 |
|
|
2024
Q3 | $25.5M | Buy |
147,659
+2,159
| +1% | +$372K | 1.08% | 14 |
|
|
2024
Q2 | $23.4M | Buy |
145,500
+40
| +0% | +$6.42K | 1.07% | 15 |
|
|
2024
Q1 | $19.3M | Buy |
145,460
+1,800
| +1% | +$239K | 1.04% | 18 |
|
|
2023
Q4 | $16M | Buy |
143,660
+4,430
| +3% | +$495K | 0.98% | 23 |
|
|
2023
Q3 | $11.6M | Sell |
139,230
-4,230
| -3% | -$351K | 0.8% | 29 |
|
|
2023
Q2 | $12.4M | Buy |
143,460
+120
| +0.1% | +$10.4K | 0.92% | 26 |
|
|
2023
Q1 | $9.2M | Buy |
143,340
+9,280
| +7% | +$595K | 1.22% | 20 |
|
|
2022
Q4 | $7.5M | Buy |
+134,060
| New | +$7.5M | 1.33% | 19 |
|