Klingman & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
11,332
+2,712
| +31% | +$748K | 0.17% | 58 |
|
|
2025
Q1 | $1.44M | Buy |
8,620
+150
| +2% | +$25.1K | 0.09% | 88 |
|
|
2024
Q4 | $1.96M | Buy |
8,470
+389
| +5% | +$90.2K | 0.12% | 74 |
|
|
2024
Q3 | $1.39M | Buy |
8,081
+2,771
| +52% | +$478K | 0.09% | 89 |
|
|
2024
Q2 | $853K | Buy |
5,310
+500
| +10% | +$80.3K | 0.06% | 104 |
|
|
2024
Q1 | $638K | Buy |
4,810
+140
| +3% | +$18.6K | 0.04% | 122 |
|
|
2023
Q4 | $521K | Sell |
4,670
-3,410
| -42% | -$381K | 0.04% | 130 |
|
|
2023
Q3 | $671K | Buy |
8,080
+4,950
| +158% | +$411K | 0.05% | 117 |
|
|
2023
Q2 | $272K | Buy |
+3,130
| New | +$272K | 0.02% | 176 |
|