Keystone Financial Services (Colorado)’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
4,488
+1,663
+59% +$458K 0.42% 31
2025
Q1
$473K Buy
2,825
+960
+51% +$161K 0.18% 63
2024
Q4
$432K Buy
1,865
+325
+21% +$75.3K 0.17% 61
2024
Q3
$266K Buy
+1,540
New +$266K 0.1% 74