MCAI
Members Capital Advisors Inc’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Buy |
2,400
+2,160
| +900% | +$373K | 0.48% | 5 |
|
|
2024
Q2 | $385K | Hold |
240
| – | – | 0.45% | 5 |
|
|
2024
Q1 | $318K | Hold |
240
| – | – | 0.9% | 5 |
|
|
2023
Q4 | $268K | Sell |
240
-50
| -17% | -$55.8K | 0.77% | 7 |
|
|
2023
Q3 | $241K | Sell |
290
-35
| -11% | -$29.1K | 0.3% | 49 |
|
|
2023
Q2 | $282K | Sell |
325
-2,900
| -90% | -$2.52M | 0.29% | 55 |
|
|
2023
Q1 | $2.07M | Sell |
3,225
-655
| -17% | -$420K | 1.49% | 21 |
|
|
2022
Q4 | $2.17M | Hold |
3,880
| – | – | 1.56% | 20 |
|
|
2022
Q3 | $1.72M | Hold |
3,880
| – | – | 1.36% | 29 |
|
|
2022
Q2 | $1.89M | Hold |
3,880
| – | – | 1.36% | 29 |
|
|
2022
Q1 | $2.44M | Hold |
3,880
| – | – | 1.57% | 22 |
|
|
2021
Q4 | $2.58M | Hold |
3,880
| – | – | 1.33% | 18 |
|
|
2021
Q3 | $1.88M | Buy |
3,880
+610
| +19% | +$296K | 1.02% | 29 |
|
|
2021
Q2 | $1.56M | Buy |
3,270
+3,105
| +1,882% | +$1.48M | 0.97% | 40 |
|
|
2021
Q1 | $77K | Hold |
165
| – | – | 0.06% | 50 |
|
|
2020
Q4 | $72K | Sell |
165
-7,000
| -98% | -$3.05M | 0.06% | 50 |
|
|
2020
Q3 | $2.61M | Buy |
+7,165
| New | +$2.61M | 2.45% | 4 |
|