DAS
Dynamic Advisor Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
104,003
-2,002
| -2% | -$552K | 0.89% | 17 |
|
|
2025
Q1 | $17.7M | Sell |
106,005
-2,522
| -2% | -$422K | 0.58% | 41 |
|
|
2024
Q4 | $25.2M | Sell |
108,527
-13,247
| -11% | -$3.07M | 1.09% | 15 |
|
|
2024
Q3 | $21M | Sell |
121,774
-9,556
| -7% | -$1.65M | 0.63% | 31 |
|
|
2024
Q2 | $21.1M | Sell |
131,330
-5,030
| -4% | -$808K | 0.66% | 26 |
|
|
2024
Q1 | $18.1M | Sell |
136,360
-1,190
| -0.9% | -$158K | 0.61% | 28 |
|
|
2023
Q4 | $14.4M | Buy |
137,550
+56,080
| +69% | +$5.88M | 0.54% | 36 |
|
|
2023
Q3 | $6.77M | Buy |
81,470
+5,660
| +7% | +$470K | 0.32% | 81 |
|
|
2023
Q2 | $6.58M | Buy |
75,810
+410
| +0.5% | +$35.6K | 0.34% | 69 |
|
|
2023
Q1 | $4.84M | Buy |
75,400
+4,880
| +7% | +$313K | 0.28% | 96 |
|
|
2022
Q4 | $3.94M | Buy |
70,520
+5,350
| +8% | +$299K | 0.27% | 96 |
|
|
2022
Q3 | $2.89M | Buy |
65,170
+2,070
| +3% | +$91.9K | 0.22% | 110 |
|
|
2022
Q2 | $3.07M | Buy |
63,100
+2,240
| +4% | +$109K | 0.24% | 101 |
|
|
2022
Q1 | $3.83M | Buy |
60,860
+8,240
| +16% | +$519K | 0.27% | 87 |
|
|
2021
Q4 | $3.5M | Buy |
52,620
+320
| +0.6% | +$21.3K | 0.25% | 91 |
|
|
2021
Q3 | $2.54M | Buy |
52,300
+1,800
| +4% | +$87.3K | 0.19% | 132 |
|
|
2021
Q2 | $2.41M | Buy |
50,500
+3,250
| +7% | +$155K | 0.19% | 127 |
|
|
2021
Q1 | $2.19M | Buy |
47,250
+3,260
| +7% | +$151K | 0.2% | 123 |
|
|
2020
Q4 | $1.93M | Buy |
43,990
+17,850
| +68% | +$782K | 0.18% | 144 |
|
|
2020
Q3 | $952K | Sell |
26,140
-120
| -0.5% | -$4.37K | 0.11% | 218 |
|
|
2020
Q2 | $829K | Buy |
26,260
+70
| +0.3% | +$2.21K | 0.11% | 209 |
|
|
2020
Q1 | $621K | Buy |
26,190
+8,790
| +51% | +$208K | 0.11% | 212 |
|
|
2019
Q4 | $550K | Buy |
17,400
+4,560
| +36% | +$144K | 0.08% | 291 |
|
|
2019
Q3 | $354K | Buy |
12,840
+1,010
| +9% | +$27.8K | 0.05% | 341 |
|
|
2019
Q2 | $341K | Buy |
+11,830
| New | +$341K | 0.05% | 339 |
|