Key Financial Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
19,988
+73
| +0.4% | +$20.1K | 1.11% | 22 |
|
|
2025
Q1 | $3.33M | Hold |
19,915
| – | – | 0.73% | 30 |
|
|
2024
Q4 | $4.62M | Sell |
19,915
-4,770
| -19% | -$1.11M | 1.05% | 23 |
|
|
2024
Q3 | $4.26M | Buy |
24,685
+45
| +0.2% | +$7.76K | 0.94% | 24 |
|
|
2024
Q2 | $3.96M | Sell |
24,640
-40
| -0.2% | -$6.42K | 0.95% | 25 |
|
|
2024
Q1 | $3.27M | Hold |
24,680
| – | – | 0.83% | 29 |
|
|
2023
Q4 | $2.75M | Hold |
24,680
| – | – | 0.75% | 29 |
|
|
2023
Q3 | $2.05M | Buy |
24,680
+30
| +0.1% | +$2.49K | 0.69% | 32 |
|
|
2023
Q2 | $2.14M | Buy |
24,650
+380
| +2% | +$33K | 0.71% | 29 |
|
|
2023
Q1 | $1.56M | Hold |
24,270
| – | – | 0.57% | 35 |
|
|
2022
Q4 | $1.08M | Hold |
24,270
| – | – | 0.51% | 39 |
|
|
2022
Q3 | $1.08M | Buy |
24,270
+4,820
| +25% | +$214K | 0.51% | 39 |
|
|
2022
Q2 | $929K | Hold |
19,450
| – | – | 0.5% | 37 |
|
|
2022
Q1 | $1.23M | Buy |
19,450
+1,320
| +7% | +$83.1K | 0.61% | 30 |
|
|
2021
Q4 | $1.21M | Hold |
18,130
| – | – | 0.6% | 31 |
|
|
2021
Q3 | $879K | Buy |
18,130
+70
| +0.4% | +$3.39K | 0.5% | 36 |
|
|
2021
Q2 | $877K | Sell |
18,060
-1,050
| -5% | -$51K | 0.49% | 37 |
|
|
2021
Q1 | $886K | Buy |
19,110
+30
| +0.2% | +$1.39K | 0.58% | 28 |
|
|
2020
Q4 | $835K | Hold |
19,080
| – | – | 0.62% | 29 |
|
|
2020
Q3 | $695K | Hold |
19,080
| – | – | 0.71% | 35 |
|
|
2020
Q2 | $591K | Hold |
19,080
| – | – | 0.68% | 37 |
|
|
2020
Q1 | $458K | Hold |
19,080
| – | – | 0.47% | 42 |
|
|
2019
Q4 | $603K | Buy |
+19,080
| New | +$603K | 0.57% | 42 |
|