KWM
Kolinsky Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Sell |
5,153
-3
| -0.1% | -$696 | 0.73% | 19 |
|
|
2024
Q3 | $889K | Buy |
5,156
+4,663
| +946% | +$804K | 0.58% | 30 |
|
|
2024
Q2 | $792K | Buy |
493
+56
| +13% | +$89.9K | 0.57% | 30 |
|
|
2024
Q1 | $579K | Sell |
437
-5
| -1% | -$6.63K | 0.44% | 51 |
|
|
2023
Q4 | $493K | Sell |
442
-37
| -8% | -$41.3K | 0.43% | 53 |
|
|
2023
Q3 | $398K | Buy |
479
+18
| +4% | +$15K | 0.4% | 62 |
|
|
2023
Q2 | $398K | Buy |
461
+29
| +7% | +$25K | 0.38% | 68 |
|
|
2023
Q1 | $277K | Buy |
432
+4
| +0.9% | +$2.57K | 0.29% | 86 |
|
|
2022
Q4 | $239K | Buy |
+428
| New | +$239K | 0.27% | 102 |
|
|
2022
Q3 | – | Sell |
-418
| Closed | -$203K | – | 120 |
|
|
2022
Q2 | $203K | Sell |
418
-9
| -2% | -$4.37K | 0.24% | 113 |
|
|
2022
Q1 | $269K | Buy |
427
+16
| +4% | +$10.1K | 0.26% | 97 |
|
|
2021
Q4 | $273K | Buy |
+411
| New | +$273K | 0.25% | 104 |
|