McElhenny Sheffield Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
2,340
+13
| +0.6% | +$3.58K | 0.17% | 34 |
|
|
2025
Q1 | $390K | Sell |
2,327
-118
| -5% | -$19.8K | 0.15% | 75 |
|
|
2024
Q4 | $567K | Sell |
2,445
-73
| -3% | -$16.9K | 0.19% | 33 |
|
|
2024
Q3 | $434K | Sell |
2,518
-202
| -7% | -$34.8K | 0.14% | 69 |
|
|
2024
Q2 | $464K | Sell |
2,720
-50
| -2% | -$8.53K | 0.16% | 59 |
|
|
2024
Q1 | $371K | Hold |
2,770
| – | – | 0.13% | 68 |
|
|
2023
Q4 | $303K | Hold |
2,770
| – | – | 0.12% | 71 |
|
|
2023
Q3 | $239K | Buy |
2,770
+20
| +0.7% | +$1.73K | 0.12% | 84 |
|
|
2023
Q2 | $243K | Buy |
+2,750
| New | +$243K | 0.1% | 82 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$2.93K | – | 130 |
|
|
2022
Q4 | $2.93K | Buy |
+180
| New | +$2.93K | ﹤0.01% | 459 |
|