Keystone Investors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
+23,819
| New | +$6.57M | 1.36% | 16 |
|
|
2024
Q4 | – | Sell |
-47,205
| Closed | -$8.14M | – | 80 |
|
|
2024
Q3 | $8.14M | Buy |
47,205
+6,635
| +16% | +$1.14M | 0.6% | 21 |
|
|
2024
Q2 | $6.51M | Buy |
40,570
+11,520
| +40% | +$1.85M | 0.55% | 18 |
|
|
2024
Q1 | $3.85M | Buy |
29,050
+1,730
| +6% | +$229K | 0.33% | 24 |
|
|
2023
Q4 | $3.05M | Buy |
27,320
+3,190
| +13% | +$356K | 0.26% | 22 |
|
|
2023
Q3 | $2M | Sell |
24,130
-16,740
| -41% | -$1.39M | 0.24% | 23 |
|
|
2023
Q2 | $3.55M | Buy |
+40,870
| New | +$3.55M | 0.62% | 21 |
|