Members Capital Advisors Inc’s Broadcom AVGO Stock Holding History

Members Capital Advisors Inc’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,400	Closed	-$662K	–	9
2025 Q2	$662K	Hold	2,400	–	–	0.76%	6
2025 Q1	$402K	Hold	2,400	–	–	0.47%	5
2024 Q4	$556K	Hold	2,400	–	–	0.5%	5
2024 Q3	$414K	Hold	2,400	–	–	0.48%	5
2024 Q2	$385K	Hold	2,400	–	–	0.45%	5
2024 Q1	$318K	Hold	2,400	–	–	0.9%	5
2023 Q4	$268K	Sell	2,400 -500	-17%	-$47.3K	0.77%	7
2023 Q3	$241K	Sell	2,900 -350	-11%	-$30.3K	0.3%	49
2023 Q2	$282K	Sell	3,250 -29,000	-90%	-$2.07M	0.29%	55
2023 Q1	$2.07M	Sell	32,250 -6,550	-17%	-$394K	1.49%	21
2022 Q4	$2.17M	Hold	38,800	–	–	1.56%	20
2022 Q3	$1.72M	Hold	38,800	–	–	1.36%	29
2022 Q2	$1.89M	Hold	38,800	–	–	1.36%	29
2022 Q1	$2.44M	Hold	38,800	–	–	1.57%	22
2021 Q4	$2.58M	Hold	38,800	–	–	1.33%	18
2021 Q3	$1.88M	Buy	38,800 +6,100	+19%	+$297K	1.02%	29
2021 Q2	$1.56M	Buy	32,700 +31,050	+1,882%	+$1.44M	0.97%	40
2021 Q1	$77K	Hold	1,650	–	–	0.06%	50
2020 Q4	$72K	Sell	1,650 -70,000	-98%	-$2.73M	0.06%	50
2020 Q3	$2.61M	Buy	+71,650	New	+$2.4M	2.45%	4

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Members Capital Advisors Inc's AVGO Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 2,400 shares — an estimated $662K sold.

Members Capital Advisors Inc first reported a position in AVGO in Q3 2020 and held it in 20 quarters. The position peaked at $2.61M in Q3 2020. 4,289 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Members Capital Advisors Inc reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 2,400 Broadcom shares in Q3 2025, an estimated $662K.
Members Capital Advisors Inc first reported a position in Broadcom in Q3 2020 and held it in 20 quarters.
Members Capital Advisors Inc's Broadcom position peaked at $2.61M in Q3 2020.
4,289 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.