DAM
Doheny Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Hold |
43,978
| – | – | 8.49% | 3 |
|
|
2025
Q1 | $7.36M | Buy |
43,978
+58
| +0.1% | +$9.71K | 5.77% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
43,920
-250
| -0.6% | -$58K | 7.6% | 3 |
|
|
2024
Q3 | $7.62M | Buy |
44,170
+40,014
| +963% | +$6.9M | 5.2% | 3 |
|
|
2024
Q2 | $6.67M | Buy |
4,156
+14
| +0.3% | +$22.5K | 4.75% | 5 |
|
|
2024
Q1 | $5.49M | Buy |
4,142
+171
| +4% | +$227K | 4.51% | 4 |
|
|
2023
Q4 | $4.43M | Sell |
3,971
-250
| -6% | -$279K | 4.34% | 4 |
|
|
2023
Q3 | $3.51M | Sell |
4,221
-500
| -11% | -$415K | 3.4% | 6 |
|
|
2023
Q2 | $4.1M | Sell |
4,721
-45
| -0.9% | -$39K | 3.51% | 6 |
|
|
2023
Q1 | $3.06M | Buy |
4,766
+1,006
| +27% | +$645K | 2.75% | 10 |
|
|
2022
Q4 | $2.1M | Sell |
3,760
-1,101
| -23% | -$616K | 2.44% | 12 |
|
|
2022
Q3 | $2.16M | Buy |
+4,861
| New | +$2.16M | 2.16% | 16 |
|
|
2022
Q1 | $3.17M | Sell |
5,031
-81
| -2% | -$51K | 2.31% | 11 |
|
|
2021
Q4 | $3.4M | Sell |
5,112
-313
| -6% | -$208K | 2.38% | 11 |
|
|
2021
Q3 | $2.63M | Sell |
5,425
-390
| -7% | -$189K | 1.88% | 17 |
|
|
2021
Q2 | $2.77M | Sell |
5,815
-290
| -5% | -$138K | 1.79% | 16 |
|
|
2021
Q1 | $2.83M | Buy |
6,105
+2,480
| +68% | +$1.15M | 1.92% | 14 |
|
|
2020
Q4 | $1.59M | Buy |
+3,625
| New | +$1.59M | 1.1% | 31 |
|