Keyvantage Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
2,994
+530
+22% +$146K 0.37% 35
2025
Q1
$413K Sell
2,464
-119
-5% -$19.9K 0.2% 67
2024
Q4
$599K Buy
+2,583
New +$599K 0.43% 41