Dorsey & Whitney Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
37,527
+843
| +2% | +$232K | 0.55% | 38 |
|
|
2025
Q1 | $6.14M | Buy |
36,684
+1,579
| +4% | +$264K | 0.35% | 64 |
|
|
2024
Q4 | $8.14M | Sell |
35,105
-32
| -0.1% | -$7.42K | 0.45% | 53 |
|
|
2024
Q3 | $6.06M | Buy |
35,137
+11,327
| +48% | +$1.95M | 0.32% | 64 |
|
|
2024
Q2 | $3.82M | Sell |
23,810
-1,670
| -7% | -$268K | 0.26% | 94 |
|
|
2024
Q1 | $3.38M | Sell |
25,480
-5,010
| -16% | -$664K | 0.23% | 100 |
|
|
2023
Q4 | $3.4M | Buy |
30,490
+200
| +0.7% | +$22.3K | 0.26% | 98 |
|
|
2023
Q3 | $2.52M | Sell |
30,290
-2,780
| -8% | -$231K | 0.22% | 113 |
|
|
2023
Q2 | $2.87M | Buy |
33,070
+2,330
| +8% | +$202K | 0.24% | 103 |
|
|
2023
Q1 | $1.97M | Buy |
30,740
+3,720
| +14% | +$239K | 0.18% | 118 |
|
|
2022
Q4 | $1.5M | Sell |
27,020
-1,250
| -4% | -$69.5K | 0.15% | 141 |
|
|
2022
Q3 | $1.25M | Buy |
28,270
+420
| +2% | +$18.6K | 0.13% | 152 |
|
|
2022
Q2 | $1.35M | Sell |
27,850
-630
| -2% | -$30.6K | 0.14% | 147 |
|
|
2022
Q1 | $1.79M | Sell |
28,480
-280
| -1% | -$17.6K | 0.16% | 131 |
|
|
2021
Q4 | $1.91M | Buy |
28,760
+2,590
| +10% | +$172K | 0.16% | 128 |
|
|
2021
Q3 | $1.27M | Sell |
26,170
-200
| -0.8% | -$9.7K | 0.12% | 160 |
|
|
2021
Q2 | $1.26M | Sell |
26,370
-120
| -0.5% | -$5.72K | 0.12% | 162 |
|
|
2021
Q1 | $1.23M | Sell |
26,490
-1,780
| -6% | -$82.5K | 0.12% | 169 |
|
|
2020
Q4 | $1.24M | Buy |
28,270
+240
| +0.9% | +$10.5K | 0.14% | 139 |
|
|
2020
Q3 | $1.02M | Buy |
28,030
+2,240
| +9% | +$81.7K | 0.14% | 148 |
|
|
2020
Q2 | $814K | Sell |
25,790
-40
| -0.2% | -$1.26K | 0.11% | 163 |
|
|
2020
Q1 | $592K | Buy |
25,830
+1,840
| +8% | +$42.2K | 0.1% | 175 |
|
|
2019
Q4 | $758K | Buy |
23,990
+1,100
| +5% | +$34.8K | 0.1% | 174 |
|
|
2019
Q3 | $632K | Buy |
22,890
+1,120
| +5% | +$30.9K | 0.09% | 185 |
|
|
2019
Q2 | $628K | Buy |
21,770
+1,290
| +6% | +$37.2K | 0.1% | 175 |
|
|
2019
Q1 | $614K | Sell |
20,480
-1,000
| -5% | -$30K | 0.1% | 172 |
|
|
2018
Q4 | $546K | Buy |
21,480
+660
| +3% | +$16.8K | 0.1% | 175 |
|
|
2018
Q3 | $514K | Buy |
20,820
+8,070
| +63% | +$199K | 0.08% | 193 |
|
|
2018
Q2 | $309K | Sell |
12,750
-4,230
| -25% | -$103K | 0.05% | 251 |
|
|
2018
Q1 | $400K | Buy |
+16,980
| New | +$400K | 0.07% | 197 |
|
|
2017
Q4 | – | Sell |
-23,350
| Closed | -$567K | – | 358 |
|
|
2017
Q3 | $567K | Sell |
23,350
-10
| -0% | -$243 | 0.11% | 148 |
|
|
2017
Q2 | $544K | Buy |
23,360
+6,420
| +38% | +$150K | 0.11% | 156 |
|
|
2017
Q1 | $370K | Sell |
16,940
-1,370
| -7% | -$29.9K | 0.08% | 189 |
|
|
2016
Q4 | $323K | Buy |
18,310
+2,960
| +19% | +$52.2K | 0.07% | 186 |
|
|
2016
Q3 | $264K | Sell |
15,350
-1,120
| -7% | -$19.3K | 0.06% | 210 |
|
|
2016
Q2 | $257K | Buy |
+16,470
| New | +$257K | 0.06% | 215 |
|