Keyes Stange & Wooten 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 | $1.57M | Sell |
5,705
-342
| -6% | -$94.3K | 0.82% | 15 |
|
2025
Q1 | $1.01M | Sell |
6,047
-885
| -13% | -$148K | 0.58% | 19 |
|
2024
Q4 | $1.61M | Sell |
6,932
-20
| -0.3% | -$4.64K | 0.95% | 15 |
|
2024
Q3 | $1.2M | Sell |
6,952
-388
| -5% | -$66.9K | 0.71% | 16 |
|
2024
Q2 | $1.18M | Sell |
7,340
-1,100
| -13% | -$177K | 0.82% | 16 |
|
2024
Q1 | $1.12M | Sell |
8,440
-190
| -2% | -$25.2K | 0.99% | 17 |
|
2023
Q4 | $963K | Buy |
+8,630
| New | +$963K | 1.02% | 16 |
|