BROADCOM INC · CUSIP 11135F101 · CIK 2011221
As of Jun 30, 2026, Darden Wealth Group Inc reported 21.42K AVGO (shares), valued at $8.09M, or 3.21% of its reported non-derivative portfolio. Filed Aug 6, 2026.
Verify history & sources →Shares decreased 0.56%; reported value increased 21.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.21% | 21,421 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.40% | 21,542 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 3.73% | 22,209 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 3.50% | 20,318 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.20% | 19,259 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.52% | 19,445 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 3.44% | 22,025 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.34% | 18,940 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.75% | 1,809 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.49% | 1,427 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 0.88% | 821 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.88% | 821 | $916.44K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.49% | 1,427 | $1.90M | Shares increased 73.81%; reported value increased 107.12%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 1.75% | 1,809 | $2.90M | Shares increased 26.77%; reported value increased 53.01%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 2.34% | 18,940 | $3.27M | Shares increased 946.99%; reported value increased 12.49%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 3.44% | 22,025 | $5.11M | Shares increased 16.29%; reported value increased 56.29%, and weight changed +1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.52% | 19,445 | $3.26M | Shares decreased 11.71%; reported value decreased 36.24%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 3.20% | 19,259 | $5.31M | Shares decreased 0.96%; reported value increased 63.06%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 3.50% | 20,318 | $6.70M | Shares increased 5.50%; reported value increased 26.27%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.73% | 22,209 | $7.69M | Shares increased 9.31%; reported value increased 14.67%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 3.40% | 21,542 | $6.67M | Shares decreased 3.00%; reported value decreased 13.26%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.21% | 21,421 | $8.09M | Shares decreased 0.56%; reported value increased 21.36%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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