DT Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
5,347
-50
| -0.9% | -$13.8K | 0.13% | 72 |
|
|
2025
Q1 | $904K | Hold |
5,397
| – | – | 0.09% | 92 |
|
|
2024
Q4 | $1.25M | Buy |
5,397
+50
| +0.9% | +$11.6K | 0.11% | 84 |
|
|
2024
Q3 | $922K | Buy |
5,347
+397
| +8% | +$68.5K | 0.07% | 95 |
|
|
2024
Q2 | $795K | Buy |
4,950
+130
| +3% | +$20.9K | 0.07% | 96 |
|
|
2024
Q1 | $639K | Hold |
4,820
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $582K | Buy |
4,820
+1,080
| +29% | +$130K | 0.06% | 99 |
|
|
2023
Q3 | $311K | Hold |
3,740
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $344K | Hold |
3,740
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $239K | Hold |
3,740
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $209K | Hold |
3,740
| – | – | 0.03% | 121 |
|
|
2022
Q3 | $166K | Sell |
3,740
-3,710
| -50% | -$165K | 0.03% | 125 |
|
|
2022
Q2 | $362K | Buy |
7,450
+480
| +7% | +$23.3K | 0.05% | 119 |
|
|
2022
Q1 | $439K | Buy |
6,970
+3,330
| +91% | +$210K | 0.06% | 119 |
|
|
2021
Q4 | $242K | Sell |
3,640
-2,120
| -37% | -$141K | 0.03% | 121 |
|
|
2021
Q3 | $279K | Buy |
+5,760
| New | +$279K | 0.04% | 124 |
|