MP
McDonald Partners’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.76M | Buy |
24,515
+2,829
| +13% | +$780K | 1.62% | 10 |
|
2025
Q1 | $3.63M | Buy |
21,686
+606
| +3% | +$102K | 0.95% | 27 |
|
2024
Q4 | $4.89M | Sell |
21,080
-765
| -4% | -$177K | 1.25% | 16 |
|
2024
Q3 | $3.77M | Buy |
21,845
+19,347
| +774% | +$3.34M | 0.94% | 29 |
|
2024
Q2 | $4.01M | Sell |
2,498
-160
| -6% | -$257K | 1.07% | 24 |
|
2024
Q1 | $3.52M | Buy |
2,658
+23
| +0.9% | +$30.5K | 0.97% | 28 |
|
2023
Q4 | $2.94M | Sell |
2,635
-65
| -2% | -$72.6K | 0.87% | 33 |
|
2023
Q3 | $2.24M | Sell |
2,700
-236
| -8% | -$196K | 0.73% | 39 |
|
2023
Q2 | $2.55M | Buy |
2,936
+125
| +4% | +$108K | 0.78% | 37 |
|
2023
Q1 | $1.8M | Sell |
2,811
-140
| -5% | -$89.8K | 0.58% | 51 |
|
2022
Q4 | $1.65M | Buy |
2,951
+1,255
| +74% | +$702K | 0.56% | 50 |
|
2022
Q3 | $753K | Buy |
1,696
+246
| +17% | +$109K | 0.29% | 106 |
|
2022
Q2 | $704K | Buy |
1,450
+84
| +6% | +$40.8K | 0.18% | 150 |
|
2022
Q1 | $860K | Buy |
+1,366
| New | +$860K | 0.19% | 144 |
|
2021
Q4 | – | Sell |
-1,076
| Closed | -$522K | – | 557 |
|
2021
Q3 | $522K | Sell |
1,076
-610
| -36% | -$296K | 0.12% | 186 |
|
2021
Q2 | $803K | Buy |
1,686
+100
| +6% | +$47.6K | 0.19% | 136 |
|
2021
Q1 | $735K | Buy |
1,586
+198
| +14% | +$91.8K | 0.19% | 139 |
|
2020
Q4 | $608K | Buy |
+1,388
| New | +$608K | 0.17% | 149 |
|