KFP
KMG Fiduciary Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
39,435
+2,282
| +6% | +$629K | 0.81% | 29 |
|
|
2025
Q1 | $6.22M | Buy |
37,153
+11,377
| +44% | +$1.9M | 0.52% | 55 |
|
|
2024
Q4 | $5.98M | Buy |
25,776
+10,314
| +67% | +$2.39M | 0.49% | 54 |
|
|
2024
Q3 | $2.67M | Buy |
15,462
+14,992
| +3,190% | +$2.59M | 0.23% | 100 |
|
|
2024
Q2 | $754K | Sell |
470
-4
| -0.8% | -$6.42K | 0.07% | 167 |
|
|
2024
Q1 | $628K | Sell |
474
-63
| -12% | -$83.4K | 0.07% | 165 |
|
|
2023
Q4 | $600K | Buy |
537
+13
| +2% | +$14.5K | 0.07% | 171 |
|
|
2023
Q3 | $435K | Hold |
524
| – | – | 0.06% | 175 |
|
|
2023
Q2 | $455K | Sell |
524
-97
| -16% | -$84.1K | 0.06% | 179 |
|
|
2023
Q1 | $398K | Sell |
621
-17
| -3% | -$10.9K | 0.06% | 186 |
|
|
2022
Q4 | $357K | Buy |
638
+47
| +8% | +$26.3K | 0.06% | 189 |
|
|
2022
Q3 | $262K | Hold |
591
| – | – | 0.05% | 173 |
|
|
2022
Q2 | $287K | Sell |
591
-1,992
| -77% | -$967K | 0.05% | 173 |
|
|
2022
Q1 | $1.63M | Sell |
2,583
-399
| -13% | -$251K | 0.26% | 89 |
|
|
2021
Q4 | $1.98M | Sell |
2,982
-84
| -3% | -$55.9K | 0.31% | 81 |
|
|
2021
Q3 | $1.49M | Buy |
3,066
+2,318
| +310% | +$1.12M | 0.25% | 92 |
|
|
2021
Q2 | $357K | Buy |
748
+239
| +47% | +$114K | 0.06% | 153 |
|
|
2021
Q1 | $236K | Buy |
+509
| New | +$236K | 0.05% | 158 |
|