KWA
Kingswood Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
56,405
+2,675
| +5% | +$737K | 1.23% | 12 |
|
|
2025
Q1 | $9M | Sell |
53,730
-902
| -2% | -$151K | 0.82% | 15 |
|
|
2024
Q4 | $12.7M | Sell |
54,632
-22,126
| -29% | -$5.13M | 0.95% | 15 |
|
|
2024
Q3 | $13.2M | Buy |
76,758
+68,322
| +810% | +$11.8M | 0.94% | 13 |
|
|
2024
Q2 | $13.5M | Buy |
8,436
+4,238
| +101% | +$6.8M | 1.22% | 11 |
|
|
2024
Q1 | $5.56M | Sell |
4,198
-1,157
| -22% | -$1.53M | 0.64% | 21 |
|
|
2023
Q4 | $5.98M | Buy |
5,355
+2,544
| +91% | +$2.84M | 0.68% | 21 |
|
|
2023
Q3 | $3.92M | Buy |
2,811
+1,291
| +85% | +$1.8M | 0.67% | 28 |
|
|
2023
Q2 | $1.32M | Buy |
+1,520
| New | +$1.32M | 0.42% | 58 |
|