DWP
Destiny Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
38,342
+5,316
| +16% | +$1.47M | 1.42% | 22 |
|
|
2025
Q1 | $5.53M | Buy |
33,026
+6,013
| +22% | +$1.01M | 0.88% | 40 |
|
|
2024
Q4 | $6.26M | Buy |
27,013
+24,953
| +1,211% | +$5.79M | 1.02% | 35 |
|
|
2024
Q3 | $355K | Buy |
2,060
+1,859
| +925% | +$321K | 0.06% | 119 |
|
|
2024
Q2 | $323K | Hold |
201
| – | – | 0.06% | 118 |
|
|
2024
Q1 | $266K | Hold |
201
| – | – | 0.05% | 132 |
|
|
2023
Q4 | $211K | Buy |
+201
| New | +$211K | 0.04% | 150 |
|
|
2023
Q1 | – | Sell |
-201
| Closed | -$112K | – | 213 |
|
|
2022
Q4 | $112K | Hold |
201
| – | – | 0.02% | 222 |
|
|
2022
Q3 | $89K | Hold |
201
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $98K | Hold |
201
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $127K | Hold |
201
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $134K | Hold |
201
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $97K | Buy |
+201
| New | +$97K | 0.02% | 217 |
|
|
2021
Q2 | – | Sell |
-201
| Closed | -$93K | – | 208 |
|
|
2021
Q1 | $93K | Hold |
201
| – | – | 0.02% | 207 |
|
|
2020
Q4 | $88K | Buy |
+201
| New | +$88K | 0.02% | 242 |
|