McElhenny Sheffield Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $567K | Sell |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.93K | Buy |
|