DFC
DB Fitzpatrick & Co’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $676K | Sell |
2,454
-24
| -1% | -$6.62K | 0.6% | 46 |
|
2025
Q1 | $415K | Sell |
2,478
-251
| -9% | -$42K | 0.39% | 50 |
|
2024
Q4 | $633K | Sell |
2,729
-4,331
| -61% | -$1M | 0.58% | 46 |
|
2024
Q3 | $1.22M | Buy |
7,060
+6,190
| +711% | +$1.07M | 1.07% | 37 |
|
2024
Q2 | $1.4M | Sell |
870
-4
| -0.5% | -$6.42K | 1.29% | 24 |
|
2024
Q1 | $1.16M | Sell |
874
-351
| -29% | -$465K | 1.06% | 35 |
|
2023
Q4 | $1.37M | Sell |
1,225
-29
| -2% | -$32.4K | 1.31% | 25 |
|
2023
Q3 | $1.04M | Sell |
1,254
-18
| -1% | -$15K | 1.11% | 35 |
|
2023
Q2 | $1.1M | Sell |
1,272
-67
| -5% | -$58.1K | 1.16% | 32 |
|
2023
Q1 | $859K | Buy |
1,339
+30
| +2% | +$19.2K | 0.93% | 40 |
|
2022
Q4 | $732K | Sell |
1,309
-53
| -4% | -$29.6K | 0.84% | 38 |
|
2022
Q3 | $605K | Sell |
1,362
-157
| -10% | -$69.7K | 0.74% | 41 |
|
2022
Q2 | $738K | Buy |
1,519
+254
| +20% | +$123K | 0.81% | 41 |
|
2022
Q1 | $797K | Buy |
1,265
+30
| +2% | +$18.9K | 0.79% | 40 |
|
2021
Q4 | $822K | Buy |
+1,235
| New | +$822K | 0.77% | 42 |
|