Kestra Private Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.1M | Sell |
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|
2025
Q2 | $60.2M | Buy |
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|
2025
Q1 | $35.8M | Sell |
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|
2024
Q4 | $49.8M | Buy |
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|
2024
Q3 | $37M | Buy |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $19.9M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $6.81M | Buy |
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|
2022
Q3 | $4.81M | Buy |
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|
2022
Q2 | $5.18M | Sell |
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|
2022
Q1 | $7.65M | Sell |
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|
2021
Q4 | $8.19M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.46M | Buy |
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|
2021
Q1 | $5.19M | Buy |
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|
2020
Q4 | $4.82M | Sell |
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|
2020
Q3 | $4.2M | Buy |
|