DWM
Defined Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
11,855
+98
| +0.8% | +$27K | 2.02% | 15 |
|
|
2025
Q1 | $1.97M | Sell |
11,757
-955
| -8% | -$160K | 1.32% | 24 |
|
|
2024
Q4 | $2.95M | Buy |
12,712
+47
| +0.4% | +$10.9K | 1.95% | 16 |
|
|
2024
Q3 | $2.18M | Buy |
12,665
+11,415
| +913% | +$1.97M | 1.42% | 22 |
|
|
2024
Q2 | $2.01M | Buy |
1,250
+11
| +0.9% | +$17.7K | 1.4% | 22 |
|
|
2024
Q1 | $1.64M | Sell |
1,239
-24
| -2% | -$31.8K | 1.18% | 25 |
|
|
2023
Q4 | $1.41M | Sell |
1,263
-7
| -0.6% | -$7.81K | 1.08% | 26 |
|
|
2023
Q3 | $1.05M | Buy |
1,270
+10
| +0.8% | +$8.31K | 0.9% | 33 |
|
|
2023
Q2 | $1.09M | Buy |
1,260
+2
| +0.2% | +$1.74K | 0.92% | 30 |
|
|
2023
Q1 | $807K | Hold |
1,258
| – | – | 0.75% | 36 |
|
|
2022
Q4 | $703K | Hold |
1,258
| – | – | 0.66% | 43 |
|
|
2022
Q3 | $559K | Hold |
1,258
| – | – | 0.61% | 41 |
|
|
2022
Q2 | $611K | Hold |
1,258
| – | – | 0.63% | 39 |
|
|
2022
Q1 | $792K | Hold |
1,258
| – | – | 0.7% | 32 |
|
|
2021
Q4 | $837K | Hold |
1,258
| – | – | 0.68% | 34 |
|
|
2021
Q3 | $610K | Hold |
1,258
| – | – | 0.54% | 42 |
|
|
2021
Q2 | $600K | Hold |
1,258
| – | – | 0.53% | 38 |
|
|
2021
Q1 | $583K | Hold |
1,258
| – | – | 0.55% | 37 |
|
|
2020
Q4 | $551K | Buy |
+1,258
| New | +$551K | 0.54% | 41 |
|