DCM Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,392
| Closed | -$240K | – | 40 |
|
|
2024
Q3 | $240K | Sell |
1,392
-778
| -36% | -$134K | 0.12% | 49 |
|
|
2024
Q2 | $349K | Sell |
2,170
-400
| -16% | -$64.3K | 0.18% | 46 |
|
|
2024
Q1 | $341K | Buy |
+2,570
| New | +$341K | 0.14% | 61 |
|
|
2022
Q4 | – | Sell |
-10,530
| Closed | -$468K | – | 81 |
|
|
2022
Q3 | $468K | Sell |
10,530
-9,990
| -49% | -$444K | 0.23% | 100 |
|
|
2022
Q2 | $997K | Sell |
20,520
-21,090
| -51% | -$1.02M | 0.43% | 59 |
|
|
2022
Q1 | $2.62M | Sell |
41,610
-2,000
| -5% | -$126K | 0.93% | 28 |
|
|
2021
Q4 | $2.9M | Buy |
43,610
+1,060
| +2% | +$70.5K | 0.86% | 28 |
|
|
2021
Q3 | $2.06M | Buy |
42,550
+5,710
| +15% | +$277K | 0.79% | 22 |
|
|
2021
Q2 | $1.76M | Buy |
36,840
+500
| +1% | +$23.8K | 1% | 16 |
|
|
2021
Q1 | $1.69M | Buy |
36,340
+530
| +1% | +$24.6K | 0.98% | 15 |
|
|
2020
Q4 | $1.57M | Buy |
+35,810
| New | +$1.57M | 0.91% | 26 |
|