Kellett Wealth 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 | $1.35M | Buy |
4,886
+820
| +20% | +$226K | 0.88% | 22 |
|
|
2025
Q1 | $681K | Sell |
4,066
-395
| -9% | -$66.1K | 0.47% | 29 |
|
|
2024
Q4 | $1.03M | Buy |
4,461
+233
| +6% | +$54K | 0.71% | 22 |
|
|
2024
Q3 | $729K | Buy |
4,228
+328
| +8% | +$56.6K | 0.52% | 25 |
|
|
2024
Q2 | $626K | Buy |
3,900
+1,290
| +49% | +$207K | 0.51% | 28 |
|
|
2024
Q1 | $346K | Hold |
2,610
| – | – | 0.24% | 54 |
|
|
2023
Q4 | $291K | Buy |
+2,610
| New | +$291K | 0.22% | 62 |
|