Keudell/Morrison Wealth 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 | $1.17M | Sell |
4,260
-154
| -3% | -$42.5K | 0.26% | 58 |
|
|
2025
Q1 | $739K | Sell |
4,414
-255
| -5% | -$42.7K | 0.17% | 81 |
|
|
2024
Q4 | $1.08M | Sell |
4,669
-242
| -5% | -$56.1K | 0.28% | 61 |
|
|
2024
Q3 | $847K | Sell |
4,911
-259
| -5% | -$44.7K | 0.23% | 74 |
|
|
2024
Q2 | $830K | Sell |
5,170
-350
| -6% | -$56.2K | 0.24% | 74 |
|
|
2024
Q1 | $732K | Sell |
5,520
-580
| -10% | -$76.9K | 0.22% | 84 |
|
|
2023
Q4 | $681K | Sell |
6,100
-380
| -6% | -$42.4K | 0.22% | 84 |
|
|
2023
Q3 | $538K | Sell |
6,480
-430
| -6% | -$35.7K | 0.16% | 93 |
|
|
2023
Q2 | $599K | Sell |
6,910
-200
| -3% | -$17.3K | 0.17% | 89 |
|
|
2023
Q1 | $456K | Sell |
7,110
-80
| -1% | -$5.13K | 0.13% | 102 |
|
|
2022
Q4 | $402K | Buy |
7,190
+890
| +14% | +$49.8K | 0.13% | 108 |
|
|
2022
Q3 | $280K | Sell |
6,300
-320
| -5% | -$14.2K | 0.1% | 142 |
|
|
2022
Q2 | $322K | Buy |
6,620
+20
| +0.3% | +$973 | 0.12% | 129 |
|
|
2022
Q1 | $416K | Sell |
6,600
-620
| -9% | -$39.1K | 0.17% | 111 |
|
|
2021
Q4 | $480K | Sell |
7,220
-2,260
| -24% | -$150K | 0.19% | 104 |
|
|
2021
Q3 | $460K | Buy |
9,480
+1,670
| +21% | +$81K | 0.2% | 108 |
|
|
2021
Q2 | $372K | Sell |
7,810
-520
| -6% | -$24.8K | 0.2% | 117 |
|
|
2021
Q1 | $386K | Sell |
8,330
-1,280
| -13% | -$59.3K | 0.22% | 110 |
|
|
2020
Q4 | $421K | Sell |
9,610
-500
| -5% | -$21.9K | 0.27% | 100 |
|
|
2020
Q3 | $368K | Sell |
10,110
-390
| -4% | -$14.2K | 0.24% | 101 |
|
|
2020
Q2 | $331K | Buy |
10,500
+650
| +7% | +$20.5K | 0.27% | 106 |
|
|
2020
Q1 | $234K | Buy |
9,850
+940
| +11% | +$22.3K | 0.23% | 118 |
|
|
2019
Q4 | $282K | Buy |
8,910
+250
| +3% | +$7.91K | 0.2% | 118 |
|
|
2019
Q3 | $239K | Buy |
8,660
+320
| +4% | +$8.83K | 0.2% | 125 |
|
|
2019
Q2 | $225K | Buy |
+8,340
| New | +$225K | 0.2% | 125 |
|