Kowal Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.04M | Buy |
11,827
+1,937
| +20% | +$334K | 0.38% | 41 |
|
|
2024
Q2 | $1.59M | Buy |
9,890
+1,390
| +16% | +$223K | 0.32% | 47 |
|
|
2024
Q1 | $1.13M | Buy |
8,500
+730
| +9% | +$96.8K | 0.24% | 64 |
|
|
2023
Q4 | $867K | Buy |
7,770
+550
| +8% | +$61.4K | 0.2% | 70 |
|
|
2023
Q3 | $599K | Buy |
7,220
+100
| +1% | +$8.3K | 0.16% | 73 |
|
|
2023
Q2 | $618K | Sell |
7,120
-180
| -2% | -$15.6K | 0.17% | 68 |
|
|
2023
Q1 | $469K | Sell |
7,300
-710
| -9% | -$45.6K | 0.13% | 79 |
|
|
2022
Q4 | $448K | Buy |
8,010
+1,320
| +20% | +$73.8K | 0.13% | 86 |
|
|
2022
Q3 | $297K | Buy |
+6,690
| New | +$297K | 0.1% | 101 |
|
|
2021
Q4 | – | Sell |
-1,900
| Closed | -$92K | – | 183 |
|
|
2021
Q3 | $92K | Buy |
+1,900
| New | +$92K | 0.03% | 162 |
|