SC&H Financial Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$923K Buy
2025
Q1
$532K Sell
2024
Q4
$759K Sell
2024
Q3
$582K Buy
2024
Q2
$381K Hold
2024
Q1
$315K Hold
2023
Q4
$265K Buy
2023
Q3
Sell
2023
Q2
$206K Buy