KCM Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
66,388
-2,081
| -3% | -$574K | 0.61% | 43 |
|
|
2025
Q1 | $11.5M | Sell |
68,469
-4,121
| -6% | -$690K | 0.41% | 56 |
|
|
2024
Q4 | $16.8M | Sell |
72,590
-6,637
| -8% | -$1.54M | 0.58% | 44 |
|
|
2024
Q3 | $13.7M | Buy |
79,227
+1,197
| +2% | +$206K | 0.46% | 51 |
|
|
2024
Q2 | $12.5M | Sell |
78,030
-290
| -0.4% | -$46.6K | 0.45% | 52 |
|
|
2024
Q1 | $10.4M | Sell |
78,320
-660
| -0.8% | -$87.5K | 0.38% | 61 |
|
|
2023
Q4 | $8.82M | Sell |
78,980
-1,230
| -2% | -$137K | 0.35% | 65 |
|
|
2023
Q3 | $6.66M | Buy |
80,210
+890
| +1% | +$73.9K | 0.29% | 76 |
|
|
2023
Q2 | $6.88M | Buy |
79,320
+5,150
| +7% | +$447K | 0.28% | 80 |
|
|
2023
Q1 | $4.76M | Buy |
74,170
+3,540
| +5% | +$227K | 0.19% | 105 |
|
|
2022
Q4 | $3.95M | Buy |
70,630
+3,830
| +6% | +$214K | 0.17% | 112 |
|
|
2022
Q3 | $2.97M | Buy |
66,800
+4,200
| +7% | +$186K | 0.14% | 125 |
|
|
2022
Q2 | $3.04M | Sell |
62,600
-670
| -1% | -$32.5K | 0.13% | 123 |
|
|
2022
Q1 | $3.98M | Buy |
63,270
+2,860
| +5% | +$180K | 0.15% | 121 |
|
|
2021
Q4 | $4.02M | Buy |
60,410
+3,650
| +6% | +$243K | 0.14% | 118 |
|
|
2021
Q3 | $2.75M | Buy |
56,760
+3,630
| +7% | +$176K | 0.11% | 139 |
|
|
2021
Q2 | $2.53M | Buy |
53,130
+4,110
| +8% | +$196K | 0.1% | 141 |
|
|
2021
Q1 | $2.27M | Buy |
49,020
+7,210
| +17% | +$334K | 0.1% | 144 |
|
|
2020
Q4 | $1.83M | Buy |
41,810
+480
| +1% | +$21K | 0.09% | 151 |
|
|
2020
Q3 | $1.51M | Buy |
41,330
+1,960
| +5% | +$71.4K | 0.08% | 144 |
|
|
2020
Q2 | $1.24M | Buy |
39,370
+3,040
| +8% | +$95.9K | 0.07% | 162 |
|
|
2020
Q1 | $861K | Sell |
36,330
-70
| -0.2% | -$1.66K | 0.06% | 171 |
|
|
2019
Q4 | $1.15M | Buy |
36,400
+270
| +0.7% | +$8.53K | 0.06% | 167 |
|
|
2019
Q3 | $998K | Buy |
36,130
+1,550
| +4% | +$42.8K | 0.06% | 172 |
|
|
2019
Q2 | $995K | Buy |
34,580
+2,060
| +6% | +$59.3K | 0.06% | 169 |
|
|
2019
Q1 | $978K | Sell |
32,520
-15,420
| -32% | -$464K | 0.06% | 170 |
|
|
2018
Q4 | $1.22M | Buy |
47,940
+14,860
| +45% | +$378K | 0.08% | 206 |
|
|
2018
Q3 | $816K | Buy |
33,080
+7,080
| +27% | +$175K | 0.05% | 267 |
|
|
2018
Q2 | $631K | Buy |
26,000
+3,810
| +17% | +$92.5K | 0.04% | 306 |
|
|
2018
Q1 | $523K | Buy |
22,190
+4,730
| +27% | +$111K | 0.03% | 349 |
|
|
2017
Q4 | $449K | Buy |
17,460
+1,240
| +8% | +$31.9K | 0.03% | 367 |
|
|
2017
Q3 | $393K | Buy |
16,220
+4,520
| +39% | +$110K | 0.02% | 386 |
|
|
2017
Q2 | $273K | Sell |
11,700
-700
| -6% | -$16.3K | 0.02% | 453 |
|
|
2017
Q1 | $272K | Sell |
12,400
-7,460
| -38% | -$164K | 0.02% | 457 |
|
|
2016
Q4 | $351K | Buy |
19,860
+6,440
| +48% | +$114K | 0.02% | 411 |
|
|
2016
Q3 | $232K | Buy |
+13,420
| New | +$232K | 0.02% | 493 |
|
|
2016
Q1 | – | Sell |
-16,310
| Closed | -$237K | – | 518 |
|
|
2015
Q4 | $237K | Sell |
16,310
-16,200
| -50% | -$235K | 0.02% | 464 |
|
|
2015
Q3 | $406K | Buy |
32,510
+9,600
| +42% | +$120K | 0.03% | 369 |
|
|
2015
Q2 | $305K | Buy |
+22,910
| New | +$305K | 0.02% | 430 |
|