L.M. Kohn & Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
5,475
-1,380
| -20% | -$380K | 0.41% | 41 |
|
|
2025
Q1 | $1.15M | Buy |
6,855
+449
| +7% | +$75.2K | 0.3% | 61 |
|
|
2024
Q4 | $1.49M | Sell |
6,406
-47
| -0.7% | -$10.9K | 0.38% | 47 |
|
|
2024
Q3 | $1.11M | Buy |
6,453
+543
| +9% | +$93.7K | 0.28% | 72 |
|
|
2024
Q2 | $948K | Buy |
5,910
+800
| +16% | +$128K | 0.26% | 78 |
|
|
2024
Q1 | $678K | Buy |
5,110
+140
| +3% | +$18.6K | 0.19% | 117 |
|
|
2023
Q4 | $555K | Buy |
4,970
+100
| +2% | +$11.2K | 0.18% | 121 |
|
|
2023
Q3 | $405K | Buy |
4,870
+30
| +0.6% | +$2.49K | 0.15% | 134 |
|
|
2023
Q2 | $420K | Buy |
4,840
+500
| +12% | +$43.4K | 0.16% | 137 |
|
|
2023
Q1 | $278K | Buy |
4,340
+70
| +2% | +$4.48K | 0.12% | 169 |
|
|
2022
Q4 | $239K | Buy |
+4,270
| New | +$239K | 0.11% | 184 |
|
|
2022
Q2 | – | Sell |
-3,670
| Closed | -$231K | – | 234 |
|
|
2022
Q1 | $231K | Buy |
+3,670
| New | +$231K | 0.09% | 217 |
|