Kestra Investment Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4M Buy
63,169
+25,667
+68% +$5.43M 0.21% 57
2025
Q1
$6.28M Buy
37,502
+10,634
+40% +$1.78M 0.2% 56
2024
Q4
$6.23M Sell
26,868
-1,695
-6% -$393K 0.24% 58
2024
Q3
$4.93M Buy
+28,563
New +$4.93M 0.21% 59