Keeler & Nadler Financial Planning & 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
$660K Buy
2,395
+10
+0.4% +$2.76K 0.26% 44
2025
Q1
$403K Hold
2,385
0.18% 49
2024
Q4
$553K Hold
2,385
0.26% 42
2024
Q3
$411K Buy
2,385
+35
+1% +$6.04K 0.2% 45
2024
Q2
$377K Hold
2,350
0.21% 46
2024
Q1
$311K Buy
+2,350
New +$311K 0.19% 49