Shelton Wealth 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 | $1.48M | Sell |
5,354
-184
| -3% | -$50.7K | 0.71% | 41 |
|
|
2025
Q1 | $927K | Buy |
5,538
+110
| +2% | +$18.4K | 0.5% | 62 |
|
|
2024
Q4 | $1.26M | Buy |
5,428
+171
| +3% | +$39.6K | 0.65% | 40 |
|
|
2024
Q3 | $907K | Buy |
5,257
+127
| +2% | +$21.9K | 0.49% | 67 |
|
|
2024
Q2 | $824K | Sell |
5,130
-2,220
| -30% | -$357K | 0.47% | 66 |
|
|
2024
Q1 | $975K | Sell |
7,350
-540
| -7% | -$71.6K | 0.61% | 36 |
|
|
2023
Q4 | $881K | Sell |
7,890
-560
| -7% | -$62.5K | 0.63% | 35 |
|
|
2023
Q3 | $702K | Buy |
8,450
+170
| +2% | +$14.1K | 0.56% | 28 |
|
|
2023
Q2 | $718K | Sell |
8,280
-1,190
| -13% | -$103K | 0.56% | 27 |
|
|
2023
Q1 | $607K | Sell |
9,470
-1,660
| -15% | -$106K | 0.49% | 30 |
|
|
2022
Q4 | $623K | Buy |
11,130
+1,730
| +18% | +$96.8K | 0.49% | 32 |
|
|
2022
Q3 | $417K | Sell |
9,400
-20
| -0.2% | -$887 | 0.37% | 36 |
|
|
2022
Q2 | $458K | Buy |
9,420
+190
| +2% | +$9.24K | 0.39% | 36 |
|
|
2022
Q1 | $581K | Sell |
9,230
-510
| -5% | -$32.1K | 0.46% | 35 |
|
|
2021
Q4 | $648K | Buy |
+9,740
| New | +$648K | 0.51% | 27 |
|