Keystone Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
4,050
+507
| +14% | +$140K | 0.27% | 91 |
|
|
2025
Q1 | $593K | Buy |
3,543
+461
| +15% | +$77.2K | 0.16% | 132 |
|
|
2024
Q4 | $715K | Buy |
3,082
+70
| +2% | +$16.2K | 0.19% | 116 |
|
|
2024
Q3 | $520K | Buy |
3,012
+1,612
| +115% | +$278K | 0.14% | 141 |
|
|
2024
Q2 | $225K | Sell |
1,400
-190
| -12% | -$30.6K | 0.07% | 214 |
|
|
2024
Q1 | $211K | Buy |
+1,590
| New | +$211K | 0.07% | 210 |
|