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McKinley Carter Wealth Services, Inc. → AVGO
McKinley Carter Wealth Services, Inc. AVGO Position History
Broadcom Inc.
Quarters held
6
Latest value
$702K
Q3 2026
Peak value
$29.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.2M |
| Q4 2025 | $27.6M |
| Q1 2026 | $24.8M |
| Q2 2026 | $29.2M |
| Q3 2026 | $26.7M |
| Q3 2026 | $702K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $702K | 2.0K | — | — |
| Q3 2026 | $26.7M | 76.1K | — | — |
| Q2 2026 | $29.2M | 77.4K | — | — |
| Q1 2026 | $24.8M | 80.1K | — | — |
| Q4 2025 | $27.6M | 79.6K | — | — |
| Q3 2025 | $28.2M | 85.4K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B