McKinley Carter Wealth Services’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
$28.2M Sell
2025
Q2
$25.1M Buy
2025
Q1
$15.1M Sell
2024
Q4
$22.5M Sell
2024
Q3
$17.4M Sell
2024
Q2
$16.9M Sell
2024
Q1
$14.3M Sell
2023
Q4
$12.3M Buy
2023
Q3
$8.72M Sell
2023
Q2
$9.56M Sell
2023
Q1
$7.19M Buy
2022
Q4
$6.26M Buy
2022
Q3
$4.83M Buy
2022
Q2
$4.82M Buy
2022
Q1
$6.07M Buy
2021
Q4
$5.21M Buy
2021
Q3
$3.38M Buy
2018
Q2
Sell
2018
Q1
$16K Buy