DPIM
Duff & Phelps Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,009
| Closed | -$1.62M | – | 165 |
|
|
2024
Q2 | $1.62M | Sell |
1,009
-4,057
| -80% | -$6.51M | 0.02% | 142 |
|
|
2024
Q1 | $6.71M | Buy |
5,066
+165
| +3% | +$219K | 0.08% | 132 |
|
|
2023
Q4 | $5.47M | Buy |
4,901
+339
| +7% | +$378K | 0.07% | 133 |
|
|
2023
Q3 | $3.79M | Hold |
4,562
| – | – | 0.05% | 143 |
|
|
2023
Q2 | $3.96M | Buy |
4,562
+140
| +3% | +$121K | 0.05% | 142 |
|
|
2023
Q1 | $2.84M | Hold |
4,422
| – | – | 0.03% | 151 |
|
|
2022
Q4 | $2.47M | Hold |
4,422
| – | – | 0.03% | 158 |
|
|
2022
Q3 | $1.96M | Hold |
4,422
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $2.15M | Hold |
4,422
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $2.78M | Buy |
4,422
+75
| +2% | +$47.2K | 0.03% | 129 |
|
|
2021
Q4 | $2.89M | Buy |
4,347
+174
| +4% | +$116K | 0.03% | 127 |
|
|
2021
Q3 | $2.02M | Buy |
4,173
+998
| +31% | +$484K | 0.03% | 144 |
|
|
2021
Q2 | $1.51M | Sell |
3,175
-365
| -10% | -$174K | 0.02% | 165 |
|
|
2021
Q1 | $1.64M | Buy |
+3,540
| New | +$1.64M | 0.02% | 161 |
|
|
2019
Q2 | – | Sell |
-49,417
| Closed | -$14.9M | – | 243 |
|
|
2019
Q1 | $14.9M | Sell |
49,417
-2,423
| -5% | -$729K | 0.22% | 96 |
|
|
2018
Q4 | $13.2M | Sell |
51,840
-665
| -1% | -$169K | 0.22% | 96 |
|
|
2018
Q3 | $13M | Buy |
52,505
+7,571
| +17% | +$1.87M | 0.2% | 101 |
|
|
2018
Q2 | $10.9M | Sell |
44,934
-656
| -1% | -$159K | 0.16% | 110 |
|
|
2018
Q1 | $10.8M | Sell |
45,590
-1,608
| -3% | -$379K | 0.17% | 107 |
|
|
2017
Q4 | $12.1M | Sell |
47,198
-691
| -1% | -$178K | 0.17% | 112 |
|
|
2017
Q3 | $11.6M | Sell |
47,889
-1,743
| -4% | -$423K | 0.16% | 122 |
|
|
2017
Q2 | $11.6M | Sell |
49,632
-5,510
| -10% | -$1.28M | 0.17% | 119 |
|
|
2017
Q1 | $12.1M | Sell |
55,142
-14,289
| -21% | -$3.13M | 0.17% | 122 |
|
|
2016
Q4 | $12.4M | Buy |
69,431
+17,011
| +32% | +$3.03M | 0.18% | 118 |
|
|
2016
Q3 | $9.04M | Buy |
+52,420
| New | +$9.04M | 0.13% | 122 |
|