KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,037
+375
| +23% | +$103K | 0.44% | 41 |
|
|
2025
Q1 | $278K | Sell |
1,662
-8
| -0.5% | -$1.34K | 0.24% | 62 |
|
|
2024
Q4 | $387K | Buy |
1,670
+64
| +4% | +$14.8K | 0.29% | 48 |
|
|
2024
Q3 | $277K | Buy |
1,606
+1,312
| +446% | +$226K | 0.23% | 61 |
|
|
2024
Q2 | $473K | Sell |
294
-13
| -4% | -$20.9K | 0.44% | 36 |
|
|
2024
Q1 | $408K | Buy |
307
+1
| +0.3% | +$1.33K | 0.4% | 42 |
|
|
2023
Q4 | $342K | Sell |
306
-5
| -2% | -$5.6K | 0.34% | 48 |
|
|
2023
Q3 | $259K | Sell |
311
-7
| -2% | -$5.82K | 0.27% | 53 |
|
|
2023
Q2 | $277K | Buy |
318
+1
| +0.3% | +$871 | 0.27% | 54 |
|
|
2023
Q1 | $204K | Buy |
+317
| New | +$204K | 0.21% | 62 |
|
|
2022
Q1 | – | Sell |
-320
| Closed | -$213K | – | 37 |
|
|
2021
Q4 | $213K | Buy |
+320
| New | +$213K | 0.26% | 62 |
|