KJWM
Kiley Juergens Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
56,518
-422
| -0.7% | -$116K | 3.6% | 8 |
|
|
2025
Q1 | $9.53M | Buy |
56,940
+87
| +0.2% | +$14.6K | 2.54% | 12 |
|
|
2024
Q4 | $13.2M | Sell |
56,853
-1,000
| -2% | -$232K | 3.3% | 11 |
|
|
2024
Q3 | $9.98M | Buy |
+57,853
| New | +$9.98M | 2.59% | 12 |
|
|
2018
Q1 | – | Sell |
-272
| Closed | -$69K | – | 124 |
|
|
2017
Q4 | $69K | Buy |
+272
| New | +$69K | 0.06% | 163 |
|