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 |
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2025
Q2 | $10.9M | Buy |
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2025
Q1 | $6.22M | Buy |
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2024
Q4 | $5.98M | Buy |
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2024
Q3 | $2.67M | Buy |
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2024
Q2 | $754K | Sell |
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2024
Q1 | $628K | Sell |
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2023
Q4 | $600K | Buy |
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2023
Q3 | $435K | Hold |
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2023
Q2 | $455K | Sell |
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2023
Q1 | $398K | Sell |
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2022
Q4 | $357K | Buy |
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2022
Q3 | $262K | Hold |
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2022
Q2 | $287K | Sell |
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2022
Q1 | $1.63M | Sell |
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2021
Q4 | $1.98M | Sell |
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2021
Q3 | $1.49M | Buy |
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2021
Q2 | $357K | Buy |
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2021
Q1 | $236K | Buy |
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