MSH Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $602K | Sell |
2,185
-200
| -8% | -$55.1K | 0.17% | 139 |
|
2025
Q1 | $399K | Buy |
2,385
+2
| +0.1% | +$335 | 0.12% | 168 |
|
2024
Q4 | $553K | Sell |
2,383
-330
| -12% | -$76.5K | 0.17% | 140 |
|
2024
Q3 | $468K | Sell |
2,713
-47
| -2% | -$8.11K | 0.14% | 157 |
|
2024
Q2 | $444K | Sell |
2,760
-10
| -0.4% | -$1.61K | 0.15% | 145 |
|
2024
Q1 | $367K | Hold |
2,770
| – | – | 0.13% | 156 |
|
2023
Q4 | $309K | Sell |
2,770
-1,610
| -37% | -$180K | 0.12% | 160 |
|
2023
Q3 | $364K | Sell |
4,380
-190
| -4% | -$15.8K | 0.14% | 154 |
|
2023
Q2 | $396K | Buy |
4,570
+990
| +28% | +$85.9K | 0.15% | 150 |
|
2023
Q1 | $229K | Sell |
3,580
-860
| -19% | -$55.1K | 0.1% | 179 |
|
2022
Q4 | $248K | Buy |
+4,440
| New | +$248K | 0.11% | 174 |
|