KFA
Kelleher Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
2,325
+975
| +72% | +$269K | 0.22% | 64 |
|
|
2025
Q1 | $226K | Sell |
1,350
-1,055
| -44% | -$177K | 0.09% | 112 |
|
|
2024
Q4 | $558K | Buy |
2,405
+1,225
| +104% | +$284K | 0.21% | 63 |
|
|
2024
Q3 | $204K | Buy |
+1,180
| New | +$204K | 0.08% | 113 |
|