KWMG
King Wealth Management Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
2,824
+67
| +2% | +$18.5K | 0.11% | 74 |
|
|
2025
Q1 | $462K | Buy |
2,757
+150
| +6% | +$25.1K | 0.07% | 95 |
|
|
2024
Q4 | $604K | Buy |
2,607
+3
| +0.1% | +$695 | 0.09% | 83 |
|
|
2024
Q3 | $449K | Buy |
2,604
+2,354
| +942% | +$406K | 0.07% | 93 |
|
|
2024
Q2 | $402K | Sell |
250
-4
| -2% | -$6.43K | 0.07% | 97 |
|
|
2024
Q1 | $336K | Sell |
254
-10
| -4% | -$13.2K | 0.06% | 105 |
|
|
2023
Q4 | $294K | Sell |
264
-5
| -2% | -$5.57K | 0.06% | 108 |
|
|
2023
Q3 | $224K | Sell |
269
-13
| -5% | -$10.8K | 0.05% | 131 |
|
|
2023
Q2 | $244K | Buy |
+282
| New | +$244K | 0.05% | 129 |
|
|
2022
Q4 | – | Sell |
-2,303
| Closed | -$1.02M | – | 145 |
|
|
2022
Q3 | $1.02M | Buy |
2,303
+20
| +0.9% | +$8.88K | 0.26% | 52 |
|
|
2022
Q2 | $1.11M | Sell |
2,283
-195
| -8% | -$94.7K | 0.27% | 49 |
|
|
2022
Q1 | $1.56M | Hold |
2,478
| – | – | 0.31% | 48 |
|
|
2021
Q4 | $1.65M | Buy |
2,478
+335
| +16% | +$223K | 0.31% | 45 |
|
|
2021
Q3 | $1.04M | Buy |
2,143
+1
| +0% | +$485 | 0.21% | 62 |
|
|
2021
Q2 | $1.02M | Hold |
2,142
| – | – | 0.21% | 68 |
|
|
2021
Q1 | $993K | Hold |
2,142
| – | – | 0.22% | 68 |
|
|
2020
Q4 | $938K | Buy |
2,142
+1
| +0% | +$438 | 0.22% | 67 |
|
|
2020
Q3 | $780K | Buy |
2,141
+150
| +8% | +$54.6K | 0.2% | 67 |
|
|
2020
Q2 | $628K | Buy |
1,991
+15
| +0.8% | +$4.73K | 0.18% | 74 |
|
|
2020
Q1 | $468K | Buy |
+1,976
| New | +$468K | 0.2% | 65 |
|