MAM
McLean Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
3,013
+265
| +10% | +$71.5K | 0.21% | 58 |
|
|
2025
Q1 | $429K | Sell |
2,748
-15
| -0.5% | -$2.34K | 0.14% | 81 |
|
|
2024
Q4 | $641K | Sell |
2,763
-13
| -0.5% | -$3.01K | 0.19% | 69 |
|
|
2024
Q3 | $490K | Buy |
2,776
+2,500
| +906% | +$442K | 0.15% | 77 |
|
|
2024
Q2 | $482K | Buy |
276
+16
| +6% | +$27.9K | 0.16% | 77 |
|
|
2024
Q1 | $346K | Sell |
260
-18
| -6% | -$24K | 0.12% | 95 |
|
|
2023
Q4 | $292K | Buy |
+278
| New | +$292K | 0.11% | 100 |
|