BKM Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
16,786
+84
| +0.5% | +$23.2K | 1.81% | 11 |
|
|
2025
Q1 | $2.8M | Buy |
16,702
+4,444
| +36% | +$744K | 1.15% | 21 |
|
|
2024
Q4 | $2.84M | Buy |
12,258
+3,264
| +36% | +$757K | 1.17% | 20 |
|
|
2024
Q3 | $1.55M | Buy |
+8,994
| New | +$1.55M | 0.63% | 49 |
|
|
2024
Q1 | – | Sell |
-260
| Closed | -$29K | – | 218 |
|
|
2023
Q4 | $29K | Buy |
+260
| New | +$29K | 0.01% | 324 |
|