Kestra Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89M | Buy |
322,697
+26,496
| +9% | +$7.3M | 0.43% | 28 |
|
|
2025
Q1 | $49.6M | Sell |
296,201
-50,390
| -15% | -$8.44M | 0.24% | 60 |
|
|
2024
Q4 | $80.4M | Buy |
346,591
+73,604
| +27% | +$17.1M | 0.44% | 31 |
|
|
2024
Q3 | $47.1M | Sell |
272,987
-37,863
| -12% | -$6.53M | 0.26% | 71 |
|
|
2024
Q2 | $49.9M | Buy |
310,850
+24,270
| +8% | +$3.9M | 0.28% | 63 |
|
|
2024
Q1 | $38M | Buy |
286,580
+29,930
| +12% | +$3.97M | 0.25% | 72 |
|
|
2023
Q4 | $28.6M | Buy |
256,650
+15,400
| +6% | +$1.72M | 0.23% | 80 |
|
|
2023
Q3 | $20M | Buy |
241,250
+48,800
| +25% | +$4.05M | 0.2% | 104 |
|
|
2023
Q2 | $16.7M | Sell |
192,450
-8,350
| -4% | -$724K | 0.17% | 126 |
|
|
2023
Q1 | $12.9M | Sell |
200,800
-186,260
| -48% | -$11.9M | 0.14% | 164 |
|
|
2022
Q4 | $21.6M | Buy |
387,060
+60,410
| +18% | +$3.38M | 0.19% | 117 |
|
|
2022
Q3 | $14.5M | Sell |
326,650
-41,010
| -11% | -$1.82M | 0.16% | 151 |
|
|
2022
Q2 | $17.9M | Buy |
367,660
+85,970
| +31% | +$4.18M | 0.18% | 125 |
|
|
2022
Q1 | $17.7M | Buy |
281,690
+3,270
| +1% | +$206K | 0.18% | 116 |
|
|
2021
Q4 | $18.5M | Sell |
278,420
-9,700
| -3% | -$645K | 0.19% | 122 |
|
|
2021
Q3 | $14M | Buy |
288,120
+1,800
| +0.6% | +$87.3K | 0.14% | 165 |
|
|
2021
Q2 | $13.7M | Buy |
286,320
+26,740
| +10% | +$1.28M | 0.16% | 152 |
|
|
2021
Q1 | $12M | Buy |
259,580
+133,860
| +106% | +$6.21M | 0.15% | 160 |
|
|
2020
Q4 | $5.47M | Buy |
125,720
+124,820
| +13,869% | +$5.43M | 0.06% | 313 |
|
|
2020
Q3 | $2.07M | Buy |
+900
| New | +$2.07M | 0.04% | 424 |
|