DWM
Drive Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
14,045
-521
| -4% | -$144K | 0.85% | 23 |
|
|
2025
Q1 | $2.44M | Buy |
14,566
+682
| +5% | +$114K | 0.57% | 35 |
|
|
2024
Q4 | $3.22M | Buy |
13,884
+2,186
| +19% | +$507K | 0.79% | 24 |
|
|
2024
Q3 | $2.02M | Buy |
11,698
+10,554
| +923% | +$1.82M | 0.53% | 33 |
|
|
2024
Q2 | $1.84M | Buy |
1,144
+23
| +2% | +$36.9K | 0.5% | 37 |
|
|
2024
Q1 | $1.49M | Sell |
1,121
-90
| -7% | -$119K | 0.42% | 44 |
|
|
2023
Q4 | $1.35M | Sell |
1,211
-231
| -16% | -$258K | 0.44% | 46 |
|
|
2023
Q3 | $1.2M | Sell |
1,442
-153
| -10% | -$127K | 0.44% | 50 |
|
|
2023
Q2 | $1.38M | Sell |
1,595
-22
| -1% | -$19.1K | 0.51% | 41 |
|
|
2023
Q1 | $1.04M | Buy |
1,617
+6
| +0.4% | +$3.85K | 0.43% | 57 |
|
|
2022
Q4 | $901K | Buy |
+1,611
| New | +$901K | 0.45% | 50 |
|