UCMOK
United Capital Management of KS’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
26,201
-2,110
| -7% | -$582K | 1.13% | 31 |
|
|
2025
Q1 | $4.74M | Sell |
28,311
-1,136
| -4% | -$190K | 0.98% | 37 |
|
|
2024
Q4 | $6.83M | Sell |
29,447
-2,101
| -7% | -$487K | 1.24% | 27 |
|
|
2024
Q3 | $5.44M | Buy |
31,548
+28,354
| +888% | +$4.89M | 1.18% | 30 |
|
|
2024
Q2 | $5.13M | Sell |
3,194
-100
| -3% | -$161K | 1.13% | 33 |
|
|
2024
Q1 | $4.37M | Sell |
3,294
-71
| -2% | -$94.1K | 1% | 35 |
|
|
2023
Q4 | $3.76M | Sell |
3,365
-91
| -3% | -$102K | 1.14% | 37 |
|
|
2023
Q3 | $2.87M | Sell |
3,456
-36
| -1% | -$29.9K | 0.98% | 41 |
|
|
2023
Q2 | $3.03M | Sell |
3,492
-6
| -0.2% | -$5.21K | 0.97% | 41 |
|
|
2023
Q1 | $2.24M | Buy |
3,498
+144
| +4% | +$92.4K | 0.84% | 44 |
|
|
2022
Q4 | $1.88M | Buy |
3,354
+206
| +7% | +$115K | 0.77% | 48 |
|
|
2022
Q3 | $1.4M | Buy |
3,148
+23
| +0.7% | +$10.2K | 0.65% | 52 |
|
|
2022
Q2 | $1.52M | Buy |
3,125
+24
| +0.8% | +$11.7K | 0.71% | 49 |
|
|
2022
Q1 | $1.95M | Buy |
3,101
+106
| +4% | +$66.8K | 0.76% | 49 |
|
|
2021
Q4 | $1.99M | Buy |
2,995
+158
| +6% | +$105K | 0.74% | 50 |
|
|
2021
Q3 | $1.38M | Buy |
2,837
+221
| +8% | +$107K | 0.56% | 54 |
|
|
2021
Q2 | $1.25M | Buy |
2,616
+258
| +11% | +$123K | 0.51% | 55 |
|
|
2021
Q1 | $1.09M | Buy |
2,358
+235
| +11% | +$109K | 0.5% | 55 |
|
|
2020
Q4 | $930K | Buy |
2,123
+255
| +14% | +$112K | 0.42% | 57 |
|
|
2020
Q3 | $680K | Buy |
1,868
+191
| +11% | +$69.5K | 0.36% | 66 |
|
|
2020
Q2 | $529K | Buy |
1,677
+297
| +22% | +$93.7K | 0.31% | 67 |
|
|
2020
Q1 | $327K | Buy |
+1,380
| New | +$327K | 0.28% | 63 |
|