McKinley Carter Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
90,884
+561
| +0.6% | +$155K | 1.39% | 15 |
|
|
2025
Q1 | $15.1M | Sell |
90,323
-6,937
| -7% | -$1.16M | 0.93% | 27 |
|
|
2024
Q4 | $22.5M | Sell |
97,260
-3,776
| -4% | -$875K | 1.38% | 15 |
|
|
2024
Q3 | $17.4M | Sell |
101,036
-4,114
| -4% | -$710K | 1.05% | 22 |
|
|
2024
Q2 | $16.9M | Sell |
105,150
-2,880
| -3% | -$462K | 1.08% | 22 |
|
|
2024
Q1 | $14.3M | Sell |
108,030
-2,410
| -2% | -$319K | 0.96% | 22 |
|
|
2023
Q4 | $12.3M | Buy |
110,440
+5,400
| +5% | +$603K | 0.9% | 25 |
|
|
2023
Q3 | $8.72M | Sell |
105,040
-5,130
| -5% | -$426K | 0.69% | 31 |
|
|
2023
Q2 | $9.56M | Sell |
110,170
-1,940
| -2% | -$168K | 0.72% | 28 |
|
|
2023
Q1 | $7.19M | Buy |
112,110
+190
| +0.2% | +$12.2K | 0.56% | 36 |
|
|
2022
Q4 | $6.26M | Buy |
111,920
+3,160
| +3% | +$177K | 0.53% | 44 |
|
|
2022
Q3 | $4.83M | Buy |
108,760
+9,600
| +10% | +$426K | 0.45% | 49 |
|
|
2022
Q2 | $4.82M | Buy |
99,160
+2,840
| +3% | +$138K | 0.43% | 49 |
|
|
2022
Q1 | $6.07M | Buy |
96,320
+18,080
| +23% | +$1.14M | 0.47% | 45 |
|
|
2021
Q4 | $5.21M | Buy |
78,240
+8,570
| +12% | +$570K | 0.39% | 58 |
|
|
2021
Q3 | $3.38M | Buy |
+69,670
| New | +$3.38M | 0.28% | 72 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$16K | – | 173 |
|
|
2018
Q1 | $16K | Buy |
+700
| New | +$16K | 0.01% | 342 |
|