KWM
Keebeck Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96M | Buy |
32,509
+32
| +0.1% | +$8.82K | 1.17% | 18 |
|
|
2025
Q1 | $5.44M | Sell |
32,477
-9,683
| -23% | -$1.62M | 0.8% | 32 |
|
|
2024
Q4 | $9.77M | Sell |
42,160
-445
| -1% | -$103K | 1.41% | 16 |
|
|
2024
Q3 | $7.35M | Buy |
42,605
+38,225
| +873% | +$6.59M | 1.06% | 20 |
|
|
2024
Q2 | $7.03M | Sell |
4,380
-717
| -14% | -$1.15M | 1.03% | 22 |
|
|
2024
Q1 | $6.76M | Sell |
5,097
-657
| -11% | -$871K | 0.99% | 22 |
|
|
2023
Q4 | $6.42M | Sell |
5,754
-190
| -3% | -$212K | 1.06% | 19 |
|
|
2023
Q3 | $4.94M | Buy |
5,944
+87
| +1% | +$72.3K | 0.86% | 26 |
|
|
2023
Q2 | $5.08M | Sell |
5,857
-1,313
| -18% | -$1.14M | 0.7% | 39 |
|
|
2023
Q1 | $4.6M | Buy |
7,170
+480
| +7% | +$308K | 0.74% | 36 |
|
|
2022
Q4 | $3.74M | Buy |
6,690
+351
| +6% | +$196K | 0.66% | 37 |
|
|
2022
Q3 | $2.82M | Buy |
6,339
+677
| +12% | +$301K | 0.54% | 45 |
|
|
2022
Q2 | $2.75M | Buy |
5,662
+931
| +20% | +$452K | 0.53% | 41 |
|
|
2022
Q1 | $2.98M | Buy |
4,731
+633
| +15% | +$399K | 0.49% | 43 |
|
|
2021
Q4 | $2.73M | Buy |
4,098
+488
| +14% | +$325K | 0.49% | 52 |
|
|
2021
Q3 | $1.75M | Buy |
3,610
+589
| +19% | +$286K | 0.35% | 68 |
|
|
2021
Q2 | $1.44M | Buy |
3,021
+117
| +4% | +$55.8K | 0.21% | 92 |
|
|
2021
Q1 | $1.35M | Buy |
2,904
+56
| +2% | +$26K | 0.21% | 86 |
|
|
2020
Q4 | $1.25M | Buy |
2,848
+623
| +28% | +$273K | 0.22% | 79 |
|
|
2020
Q3 | $810K | Buy |
2,225
+976
| +78% | +$355K | 0.17% | 95 |
|
|
2020
Q2 | $394K | Buy |
+1,249
| New | +$394K | 0.12% | 125 |
|