Destination Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
24,973
-3,596
| -13% | -$991K | 0.2% | 84 |
|
|
2025
Q1 | $4.78M | Buy |
28,569
+9,489
| +50% | +$1.59M | 0.15% | 98 |
|
|
2024
Q4 | $4.42M | Buy |
19,080
+233
| +1% | +$54K | 0.14% | 98 |
|
|
2024
Q3 | $3.25M | Buy |
18,847
+15,957
| +552% | +$2.75M | 0.1% | 102 |
|
|
2024
Q2 | $464K | Buy |
2,890
+50
| +2% | +$8.02K | 0.02% | 154 |
|
|
2024
Q1 | $376K | Sell |
2,840
-520
| -15% | -$68.9K | 0.01% | 162 |
|
|
2023
Q4 | $375K | Buy |
+3,360
| New | +$375K | 0.01% | 156 |
|
|
2021
Q2 | – | Sell |
-5,600
| Closed | -$259K | – | 181 |
|
|
2021
Q1 | $259K | Buy |
+5,600
| New | +$259K | 0.01% | 164 |
|
|
2019
Q3 | – | Sell |
-1,900
| Closed | -$55K | – | 166 |
|
|
2019
Q2 | $55K | Buy |
1,900
+540
| +40% | +$15.6K | ﹤0.01% | 262 |
|
|
2019
Q1 | $41K | Buy |
+1,360
| New | +$41K | ﹤0.01% | 292 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$22K | – | 688 |
|
|
2018
Q2 | $22K | Buy |
+900
| New | +$22K | ﹤0.01% | 338 |
|