DWM
Diversify Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
39,190
+1,174
| +3% | +$367K | 0.76% | 21 |
|
|
2025
Q1 | $7.27M | Buy |
38,016
+2,016
| +6% | +$385K | 0.54% | 37 |
|
|
2024
Q4 | $8.08M | Buy |
36,000
+8,796
| +32% | +$1.97M | 0.63% | 34 |
|
|
2024
Q3 | $4.72M | Buy |
27,204
+2,780
| +11% | +$482K | 0.45% | 52 |
|
|
2024
Q2 | $3.47M | Buy |
+24,424
| New | +$3.47M | 0.43% | 55 |
|