McDaniel Terry & Co’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
4,156
-66
-2% -$18.2K 0.09% 53
2025
Q1
$707K Buy
4,222
+2,642
+167% +$442K 0.06% 58
2024
Q4
$366K Hold
1,580
0.03% 78
2024
Q3
$273K Buy
+1,580
New +$273K 0.02% 87