NCM
Nelson Capital Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
1,560
-25
| -2% | -$6.89K | 0.06% | 86 |
|
|
2025
Q1 | $265K | Hold |
1,585
| – | – | 0.05% | 93 |
|
|
2024
Q4 | $367K | Sell |
1,585
-55
| -3% | -$12.8K | 0.06% | 89 |
|
|
2024
Q3 | $283K | Buy |
+1,640
| New | +$283K | 0.05% | 91 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$4K | – | 310 |
|
|
2019
Q1 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 232 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$3K | – | 288 |
|
|
2018
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 241 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$3K | – | 265 |
|
|
2017
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 290 |
|