Shelton Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Sell |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $927K | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $907K | Buy |
|
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $881K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $718K | Sell |
|
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $648K | Buy |
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