KMG Fiduciary Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.3M Buy
2025
Q2
$10.9M Buy
2025
Q1
$6.22M Buy
2024
Q4
$5.98M Buy
2024
Q3
$2.67M Buy
2024
Q2
$754K Sell
2024
Q1
$628K Sell
2023
Q4
$600K Buy
2023
Q3
$435K Hold
2023
Q2
$455K Sell
2023
Q1
$398K Sell
2022
Q4
$357K Buy
2022
Q3
$262K Hold
2022
Q2
$287K Sell
2022
Q1
$1.63M Sell
2021
Q4
$1.98M Sell
2021
Q3
$1.49M Buy
2021
Q2
$357K Buy
2021
Q1
$236K Buy