Shelton Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141M | Sell |
511,836
-7,523
| -1% | -$2.07M | 3.25% | 5 |
|
|
2025
Q1 | $87M | Sell |
519,359
-432
| -0.1% | -$72.3K | 2.07% | 6 |
|
|
2024
Q4 | $121M | Sell |
519,791
-173,176
| -25% | -$40.1M | 3% | 5 |
|
|
2024
Q3 | $120M | Buy |
692,967
+39,297
| +6% | +$6.78M | 3.07% | 6 |
|
|
2024
Q2 | $105M | Sell |
653,670
-40,910
| -6% | -$6.57M | 2.85% | 6 |
|
|
2024
Q1 | $92.1M | Buy |
694,580
+21,160
| +3% | +$2.8M | 2.61% | 6 |
|
|
2023
Q4 | $75.2M | Buy |
673,420
+82,640
| +14% | +$9.22M | 2.38% | 6 |
|
|
2023
Q3 | $49.1M | Buy |
590,780
+85,560
| +17% | +$7.11M | 1.8% | 8 |
|
|
2023
Q2 | $43.8M | Buy |
505,220
+26,630
| +6% | +$2.31M | 1.57% | 9 |
|
|
2023
Q1 | $30.7M | Buy |
478,590
+458,590
| +2,293% | +$29.4M | 1.28% | 9 |
|
|
2022
Q4 | $1.12M | Sell |
20,000
-395,910
| -95% | -$22.1M | 0.12% | 197 |
|
|
2022
Q3 | $18.5M | Buy |
415,910
+1,000
| +0.2% | +$44.4K | 0.88% | 17 |
|
|
2022
Q2 | $20.2M | Buy |
414,910
+32,690
| +9% | +$1.59M | 0.91% | 16 |
|
|
2022
Q1 | $24.1M | Buy |
382,220
+2,710
| +0.7% | +$171K | 0.89% | 15 |
|
|
2021
Q4 | $25.3M | Buy |
379,510
+15,730
| +4% | +$1.05M | 0.89% | 17 |
|
|
2021
Q3 | $17.6M | Buy |
363,780
+4,630
| +1% | +$225K | 0.69% | 23 |
|
|
2021
Q2 | $17.1M | Buy |
359,150
+4,640
| +1% | +$221K | 0.65% | 28 |
|
|
2021
Q1 | $16.4M | Buy |
354,510
+36,490
| +11% | +$1.69M | 0.57% | 28 |
|
|
2020
Q4 | $13.9M | Sell |
318,020
-730
| -0.2% | -$32K | 0.63% | 30 |
|
|
2020
Q3 | $11.6M | Hold |
318,750
| – | – | 0.48% | 38 |
|
|
2020
Q2 | $10.1M | Sell |
318,750
-830
| -0.3% | -$26.2K | 0.55% | 32 |
|
|
2020
Q1 | $7.58M | Sell |
319,580
-4,960
| -2% | -$118K | 0.55% | 31 |
|
|
2019
Q4 | $10.3M | Sell |
324,540
-10,110
| -3% | -$319K | 0.57% | 36 |
|
|
2019
Q3 | $9.24M | Sell |
334,650
-53,340
| -14% | -$1.47M | 0.55% | 40 |
|
|
2019
Q2 | $11.2M | Buy |
387,990
+269,160
| +227% | +$7.75M | 0.64% | 27 |
|
|
2019
Q1 | $39.5K | Sell |
118,830
-290,250
| -71% | -$96.5K | 0.16% | 140 |
|
|
2018
Q4 | $10.4M | Sell |
409,080
-68,850
| -14% | -$1.75M | 0.71% | 26 |
|
|
2018
Q3 | $11.8M | Buy |
477,930
+90,000
| +23% | +$2.22M | 0.67% | 31 |
|
|
2018
Q2 | $9.41M | Buy |
387,930
+17,520
| +5% | +$425K | 0.59% | 31 |
|
|
2018
Q1 | $8.73M | Buy |
370,410
+27,700
| +8% | +$653K | 0.57% | 35 |
|
|
2017
Q4 | $8.8M | Hold |
342,710
| – | – | 0.57% | 32 |
|
|
2017
Q3 | $8.31M | Hold |
342,710
| – | – | 0.56% | 32 |
|
|
2017
Q2 | $7.99M | Buy |
342,710
+38,780
| +13% | +$904K | 0.56% | 33 |
|
|
2017
Q1 | $6.66M | Buy |
303,930
+41,940
| +16% | +$918K | 0.46% | 34 |
|
|
2016
Q4 | $4.63M | Sell |
261,990
-11,000
| -4% | -$194K | 0.35% | 50 |
|
|
2016
Q3 | $4.71M | Sell |
272,990
-20
| -0% | -$345 | 0.39% | 43 |
|
|
2016
Q2 | $4.24M | Buy |
273,010
+71,250
| +35% | +$1.11M | 0.37% | 48 |
|
|
2016
Q1 | $3.12M | Buy |
201,760
+23,670
| +13% | +$366K | 0.28% | 74 |
|
|
2015
Q4 | $2.59M | Sell |
178,090
-5,000
| -3% | -$72.6K | 0.25% | 85 |
|
|
2015
Q3 | $2.29M | Buy |
183,090
+26,110
| +17% | +$326K | 0.25% | 80 |
|
|
2015
Q2 | $2.09M | Buy |
156,980
+4,000
| +3% | +$53.2K | 0.22% | 96 |
|
|
2015
Q1 | $1.94M | Buy |
152,980
+26,320
| +21% | +$334K | 0.21% | 101 |
|
|
2014
Q4 | $1.27M | Buy |
126,660
+23,200
| +22% | +$233K | 0.15% | 133 |
|
|
2014
Q3 | $900K | Buy |
103,460
+12,810
| +14% | +$111K | 0.12% | 170 |
|
|
2014
Q2 | $653K | Buy |
90,650
+39,060
| +76% | +$281K | 0.09% | 247 |
|
|
2014
Q1 | $332K | Buy |
51,590
+4,500
| +10% | +$29K | 0.05% | 478 |
|
|
2013
Q4 | $249K | Buy |
+47,090
| New | +$249K | 0.04% | 606 |
|