DWS
Dynamic Wealth Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
671
+223
| +50% | +$61.5K | 0.13% | 70 |
|
|
2025
Q1 | $75K | Buy |
+448
| New | +$75K | 0.06% | 112 |
|
|
2024
Q4 | – | Sell |
-367
| Closed | -$63K | – | 80 |
|
|
2024
Q3 | $63K | Buy |
367
+359
| +4,488% | +$61.6K | 0.05% | 117 |
|
|
2024
Q2 | $13K | Hold |
8
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $11K | Sell |
8
-3
| -27% | -$4.13K | 0.01% | 198 |
|
|
2023
Q4 | $12.3K | Buy |
+11
| New | +$12.3K | 0.01% | 194 |
|