KCFA
Key Client Fiduciary Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,186
+319
| +8% | +$87.9K | 0.47% | 50 |
|
|
2025
Q1 | $647K | Sell |
3,867
-80
| -2% | -$13.4K | 0.29% | 79 |
|
|
2024
Q4 | $915K | Sell |
3,947
-97
| -2% | -$22.5K | 0.4% | 57 |
|
|
2024
Q3 | $698K | Buy |
4,044
+3,657
| +945% | +$631K | 0.31% | 71 |
|
|
2024
Q2 | $621K | Sell |
387
-14
| -3% | -$22.5K | 0.31% | 74 |
|
|
2024
Q1 | $531K | Buy |
401
+34
| +9% | +$45K | 0.28% | 81 |
|
|
2023
Q4 | $410K | Sell |
367
-9
| -2% | -$10K | 0.24% | 106 |
|
|
2023
Q3 | $312K | Buy |
376
+1
| +0.3% | +$831 | 0.19% | 122 |
|
|
2023
Q2 | $326K | Buy |
375
+35
| +10% | +$30.4K | 0.19% | 118 |
|
|
2023
Q1 | $218K | Sell |
340
-80
| -19% | -$51.3K | 0.14% | 153 |
|
|
2022
Q4 | $235K | Buy |
+420
| New | +$235K | 0.16% | 129 |
|