KWM
AVGO icon

Kolinsky Wealth Management’s Broadcom AVGO Stock Holding History

Kolinsky Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.19M Sell
5,153
-3
-0.1% -$555 0.73% 19
2024
Q3 		$889K Buy
5,156
+226
+5% +$36.2K 0.58% 30
2024
Q2 		$792K Buy
4,930
+560
+13% +$78.5K 0.57% 30
2024
Q1 		$579K Sell
4,370
-50
-1% -$6.2K 0.44% 51
2023
Q4 		$493K Sell
4,420
-370
-8% -$35K 0.43% 53
2023
Q3 		$398K Buy
4,790
+180
+4% +$15.6K 0.4% 62
2023
Q2 		$398K Buy
4,610
+290
+7% +$20.7K 0.38% 68
2023
Q1 		$277K Buy
4,320
+40
+0.9% +$2.41K 0.29% 86
2022
Q4 		$239K Buy
+4,280
New +$215K 0.27% 102
2022
Q3 		– Sell
-4,180
Closed -$203K – 120
2022
Q2 		$203K Sell
4,180
-90
-2% -$5.05K 0.24% 113
2022
Q1 		$269K Buy
4,270
+160
+4% +$9.5K 0.26% 97
2021
Q4 		$273K Buy
+4,110
New +$231K 0.25% 104

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return