SHFA
SC&H Financial Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
3,348
+173
| +5% | +$47.7K | 0.16% | 71 |
|
|
2025
Q1 | $532K | Sell |
3,175
-100
| -3% | -$16.7K | 0.1% | 86 |
|
|
2024
Q4 | $759K | Sell |
3,275
-100
| -3% | -$23.2K | 0.16% | 77 |
|
|
2024
Q3 | $582K | Buy |
3,375
+3,137
| +1,318% | +$541K | 0.13% | 87 |
|
|
2024
Q2 | $381K | Hold |
238
| – | – | 0.09% | 101 |
|
|
2024
Q1 | $315K | Hold |
238
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $265K | Buy |
+238
| New | +$265K | 0.08% | 117 |
|
|
2023
Q3 | – | Sell |
-238
| Closed | -$206K | – | 131 |
|
|
2023
Q2 | $206K | Buy |
+238
| New | +$206K | 0.07% | 131 |
|