KPWG
KFA Private Wealth Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
1,787
+27
| +2% | +$7.45K | 0.15% | 74 |
|
|
2025
Q1 | $295K | Buy |
1,760
+4
| +0.2% | +$670 | 0.1% | 88 |
|
|
2024
Q4 | $407K | Buy |
1,756
+42
| +2% | +$9.74K | 0.17% | 57 |
|
|
2024
Q3 | $296K | Buy |
1,714
+1,543
| +902% | +$266K | 0.14% | 65 |
|
|
2024
Q2 | $275K | Sell |
171
-29
| -15% | -$46.6K | 0.14% | 64 |
|
|
2024
Q1 | $265K | Buy |
200
+19
| +10% | +$25.2K | 0.08% | 85 |
|
|
2023
Q4 | $202K | Buy |
+181
| New | +$202K | 0.07% | 84 |
|