Kesler Norman & Wride’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
35,977
+282
| +0.8% | +$77.7K | 1.76% | 9 |
|
|
2025
Q1 | $5.98M | Buy |
35,695
+1,492
| +4% | +$250K | 1.14% | 29 |
|
|
2024
Q4 | $7.93M | Buy |
34,203
+358
| +1% | +$83K | 1.71% | 9 |
|
|
2024
Q3 | $5.84M | Buy |
33,845
+1,935
| +6% | +$334K | 1.15% | 32 |
|
|
2024
Q2 | $5.13M | Buy |
31,910
+6,630
| +26% | +$1.07M | 1.09% | 34 |
|
|
2024
Q1 | $3.35M | Buy |
25,280
+20,500
| +429% | +$2.72M | 0.71% | 46 |
|
|
2023
Q4 | $534K | Buy |
4,780
+2,360
| +98% | +$263K | 0.12% | 125 |
|
|
2023
Q3 | $201K | Buy |
+2,420
| New | +$201K | 0.05% | 156 |
|