Kestra Private Wealth 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 | $60.2M | Buy |
218,315
+4,660
| +2% | +$1.28M | 0.87% | 18 |
|
|
2025
Q1 | $35.8M | Sell |
213,655
-1,354
| -0.6% | -$227K | 0.6% | 27 |
|
|
2024
Q4 | $49.8M | Buy |
215,009
+751
| +0.4% | +$174K | 0.85% | 20 |
|
|
2024
Q3 | $37M | Buy |
214,258
+10,148
| +5% | +$1.75M | 0.68% | 23 |
|
|
2024
Q2 | $32.8M | Buy |
204,110
+22,310
| +12% | +$3.58M | 0.66% | 23 |
|
|
2024
Q1 | $24.1M | Buy |
181,800
+3,850
| +2% | +$510K | 0.54% | 30 |
|
|
2023
Q4 | $19.9M | Buy |
177,950
+320
| +0.2% | +$35.7K | 0.51% | 36 |
|
|
2023
Q3 | $14.8M | Buy |
177,630
+2,000
| +1% | +$166K | 0.46% | 47 |
|
|
2023
Q2 | $15.2M | Buy |
175,630
+7,930
| +5% | +$688K | 0.52% | 38 |
|
|
2023
Q1 | $10.8M | Buy |
167,700
+45,820
| +38% | +$2.94M | 0.43% | 56 |
|
|
2022
Q4 | $6.81M | Buy |
121,880
+13,510
| +12% | +$755K | 0.35% | 77 |
|
|
2022
Q3 | $4.81M | Buy |
108,370
+1,720
| +2% | +$76.4K | 0.28% | 95 |
|
|
2022
Q2 | $5.18M | Sell |
106,650
-14,770
| -12% | -$718K | 0.3% | 89 |
|
|
2022
Q1 | $7.65M | Sell |
121,420
-1,720
| -1% | -$108K | 0.38% | 55 |
|
|
2021
Q4 | $8.19M | Buy |
123,140
+7,500
| +6% | +$499K | 0.39% | 53 |
|
|
2021
Q3 | $5.61M | Buy |
115,640
+1,160
| +1% | +$56.3K | 0.31% | 69 |
|
|
2021
Q2 | $5.46M | Buy |
114,480
+2,500
| +2% | +$119K | 0.33% | 64 |
|
|
2021
Q1 | $5.19M | Buy |
111,980
+1,160
| +1% | +$53.8K | 0.36% | 61 |
|
|
2020
Q4 | $4.82M | Sell |
110,820
-4,470
| -4% | -$194K | 0.35% | 70 |
|
|
2020
Q3 | $4.2M | Buy |
+115,290
| New | +$4.2M | 0.36% | 66 |
|