DAM
Delta Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Hold |
320
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $53.6K | Buy |
320
+100
| +45% | +$16.7K | 0.01% | 254 |
|
|
2024
Q4 | $51K | Hold |
220
| – | – | ﹤0.01% | 262 |
|
|
2024
Q3 | $38K | Buy |
220
+196
| +817% | -$3.45K | ﹤0.01% | 301 |
|
|
2024
Q2 | $38.5K | Hold |
24
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $31.8K | Buy |
24
+17
| +243% | +$22.5K | ﹤0.01% | 310 |
|
|
2023
Q4 | $7.81K | Sell |
7
-1
| -13% | -$1.12K | ﹤0.01% | 477 |
|
|
2023
Q3 | $6.65K | Buy |
8
+3
| +60% | +$2.49K | ﹤0.01% | 494 |
|
|
2023
Q2 | $4.34K | Hold |
5
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $3.21K | Hold |
5
| – | – | ﹤0.01% | 535 |
|
|
2022
Q4 | $2.8K | Buy |
+5
| New | +$2.8K | ﹤0.01% | 571 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$3K | – | 179 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 565 |
|
|
2021
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 588 |
|