Key Client Fiduciary Advisors’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 | $1.34M | Sell |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $915K | Sell |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $235K | Buy |
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