Certified Advisory Corp’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
3,116
-190
| -6% | -$52.4K | 0.09% | 165 |
|
|
2025
Q1 | $554K | Sell |
3,306
-208
| -6% | -$34.8K | 0.06% | 180 |
|
|
2024
Q4 | $815K | Buy |
3,514
+104
| +3% | +$24.1K | 0.09% | 158 |
|
|
2024
Q3 | $588K | Buy |
3,410
+270
| +9% | +$46.6K | 0.07% | 182 |
|
|
2024
Q2 | $504K | Buy |
3,140
+1,460
| +87% | +$234K | 0.06% | 182 |
|
|
2024
Q1 | $222K | Buy |
+1,680
| New | +$222K | 0.03% | 249 |
|
|
2023
Q4 | – | Sell |
-478,110
| Closed | -$133K | – | 268 |
|
|
2023
Q3 | $133K | Buy |
478,110
+477,290
| +58,206% | +$133K | 0.02% | 236 |
|
|
2023
Q2 | $70.7K | Sell |
820
-710
| -46% | -$61.3K | 0.01% | 231 |
|
|
2023
Q1 | $97.9K | Buy |
+1,530
| New | +$97.9K | 0.02% | 240 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$1K | – | 216 |
|
|
2022
Q2 | $1K | Sell |
30
-520
| -95% | -$17.3K | ﹤0.01% | 223 |
|
|
2022
Q1 | $34K | Buy |
+550
| New | +$34K | 0.01% | 226 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 222 |
|
|
2021
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 240 |
|
|
2021
Q2 | – | Sell |
-870
| Closed | -$40K | – | 245 |
|
|
2021
Q1 | $40K | Buy |
+870
| New | +$40K | 0.01% | 382 |
|
|
2020
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 703 |
|
|
2019
Q2 | $4K | Buy |
120
+30
| +33% | +$1K | ﹤0.01% | 696 |
|
|
2019
Q1 | $3K | Sell |
90
-870
| -91% | -$29K | ﹤0.01% | 666 |
|
|
2018
Q4 | $24K | Sell |
960
-130
| -12% | -$3.25K | 0.01% | 388 |
|
|
2018
Q3 | $27K | Buy |
1,090
+120
| +12% | +$2.97K | 0.01% | 384 |
|
|
2018
Q2 | $24K | Buy |
+970
| New | +$24K | 0.01% | 388 |
|
|
2018
Q1 | – | Sell |
-1,060
| Closed | -$27K | – | 732 |
|
|
2017
Q4 | $27K | Buy |
+1,060
| New | +$27K | 0.02% | 312 |
|