L.M. Kohn & Company’s Broadcom AVGO Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-5,475	Closed	-$1.51M	–	134
2025 Q2	$1.51M	Sell	5,475 -1,380	-20%	-$300K	0.41%	41
2025 Q1	$1.15M	Buy	6,855 +449	+7%	+$95K	0.3%	61
2024 Q4	$1.49M	Sell	6,406 -47	-0.7%	-$8.69K	0.38%	47
2024 Q3	$1.11M	Buy	6,453 +543	+9%	+$87.1K	0.28%	72
2024 Q2	$948K	Buy	5,910 +800	+16%	+$112K	0.26%	78
2024 Q1	$678K	Buy	5,110 +140	+3%	+$17.3K	0.19%	117
2023 Q4	$555K	Buy	4,970 +100	+2%	+$9.47K	0.18%	121
2023 Q3	$405K	Buy	4,870 +30	+0.6%	+$2.6K	0.15%	134
2023 Q2	$420K	Buy	4,840 +500	+12%	+$35.7K	0.16%	137
2023 Q1	$278K	Buy	4,340 +70	+2%	+$4.21K	0.12%	169
2022 Q4	$239K	Buy	+4,270	New	+$214K	0.11%	184
2022 Q2	–	Sell	-3,670	Closed	-$231K	–	234
2022 Q1	$231K	Buy	+3,670	New	+$218K	0.09%	217

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return