DWAM
AVGO icon

Duncan Williams Asset Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
2,135
+26
+1% +$7.17K 0.19% 78
2025
Q1
$353K Buy
2,109
+1
+0% +$167 0.13% 102
2024
Q4
$489K Sell
2,108
-217
-9% -$50.3K 0.19% 85
2024
Q3
$401K Buy
+2,325
New +$401K 0.22% 78