DWM
Dogwood Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,242
-6,070
| -83% | -$1.65M | 0.16% | 85 |
|
|
2025
Q1 | $1.22M | Buy |
7,312
+343
| +5% | +$57.4K | 0.64% | 38 |
|
|
2024
Q4 | $1.62M | Sell |
6,969
-408
| -6% | -$94.6K | 0.85% | 31 |
|
|
2024
Q3 | $1.27M | Buy |
7,377
+6,871
| +1,358% | +$1.19M | 0.73% | 36 |
|
|
2024
Q2 | $813K | Buy |
506
+79
| +19% | +$127K | 0.5% | 37 |
|
|
2024
Q1 | $565K | Buy |
427
+15
| +4% | +$19.9K | 0.38% | 40 |
|
|
2023
Q4 | $460K | Buy |
+412
| New | +$460K | 0.36% | 43 |
|