Destination Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.41M Buy
2025
Q2
$6.88M Sell
2025
Q1
$4.78M Buy
2024
Q4
$4.42M Buy
2024
Q3
$3.25M Buy
2024
Q2
$464K Buy
2024
Q1
$376K Sell
2023
Q4
$375K Buy
2021
Q2
Sell
2021
Q1
$259K Buy
2019
Q3
Sell
2019
Q2
$55K Buy
2019
Q1
$41K Buy
2018
Q3
Sell
2018
Q2
$22K Buy