Krilogy Financial’s Broadcom AVGO Stock Holding History

Krilogy Financial’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.79M	Buy	28,259 +8,468	+43%	+$2.33M	0.45%	49
2025 Q1	$3.31M	Buy	19,791 +3,274	+20%	+$548K	0.21%	95
2024 Q4	$3.83M	Buy	16,517 +383	+2%	+$88.8K	0.26%	83
2024 Q3	$2.78M	Buy	+16,134	New	+$2.78M	0.19%	106
2023 Q2	–	Sell	-9,880	Closed	-$634K	–	216
2023 Q1	$634K	Buy	9,880 +430	+5%	+$27.6K	0.05%	231
2022 Q4	$528K	Buy	9,450 +320	+4%	+$17.9K	0.05%	245
2022 Q3	$405K	Sell	9,130 -520	-5%	-$23.1K	0.05%	227
2022 Q2	$469K	Buy	9,650 +780	+9%	+$37.9K	0.05%	213
2022 Q1	$558K	Buy	8,870 +1,220	+16%	+$76.7K	0.06%	200
2021 Q4	$509K	Sell	7,650 -10	-0.1%	-$665	0.05%	186
2021 Q3	$371K	Sell	7,660 -240	-3%	-$11.6K	0.04%	207
2021 Q2	$377K	Buy	7,900 +330	+4%	+$15.7K	0.04%	200
2021 Q1	$351K	Buy	7,570 +340	+5%	+$15.8K	0.04%	195
2020 Q4	$317K	Sell	7,230 -300	-4%	-$13.2K	0.04%	203
2020 Q3	$274K	Sell	7,530 -1,050	-12%	-$38.2K	0.04%	196
2020 Q2	$271K	Buy	+8,580	New	+$271K	0.04%	188
2020 Q1	–	Sell	-14,650	Closed	-$463K	–	189
2019 Q4	$463K	Buy	14,650 +1,150	+9%	+$36.3K	0.08%	128
2019 Q3	$373K	Buy	+13,500	New	+$373K	0.07%	130
2018 Q4	–	Sell	-4,050	Closed	-$100K	–	179
2018 Q3	$100K	Buy	+4,050	New	+$100K	0.02%	216
2018 Q2	–	Sell	-2,080	Closed	-$49K	–	192
2018 Q1	$49K	Hold	2,080	–	–	0.01%	329
2017 Q4	$53K	Hold	2,080	–	–	0.01%	310
2017 Q3	$50K	Buy	2,080 +80	+4%	+$1.92K	0.01%	338
2017 Q2	$47K	Sell	2,000 -5,000	-71%	-$118K	0.01%	308
2017 Q1	$124K	Hold	7,000	–	–	0.04%	174
2016 Q4	$124K	Buy	7,000 +500	+8%	+$8.86K	0.04%	174
2016 Q3	$112K	Buy	6,500 +5,000	+333%	+$86.2K	0.04%	192
2016 Q2	$23K	Hold	1,500	–	–	0.01%	415
2016 Q1	$23K	Buy	+1,500	New	+$23K	0.01%	371
2015 Q4	–	Sell	-1,500	Closed	-$19K	–	424
2015 Q3	$19K	Buy	+1,500	New	+$19K	0.01%	307