WKWM
Walter & Keenan Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,215
+1,389
| +49% | +$383K | 0.34% | 65 |
|
|
2025
Q1 | $473K | Buy |
2,826
+850
| +43% | +$142K | 0.14% | 110 |
|
|
2024
Q4 | $458K | Buy |
1,976
+131
| +7% | +$30.4K | 0.14% | 112 |
|
|
2024
Q3 | $318K | Buy |
1,845
+1,665
| +925% | +$287K | 0.1% | 123 |
|
|
2024
Q2 | $289K | Hold |
180
| – | – | 0.09% | 126 |
|
|
2024
Q1 | $239K | Hold |
180
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $201K | Buy |
+180
| New | +$201K | 0.07% | 139 |
|