Claret Asset 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 | $293K | Buy |
+1,064
| New | +$293K | 0.04% | 139 |
|
|
2025
Q1 | – | Sell |
-1,366
| Closed | -$317K | – | 213 |
|
|
2024
Q4 | $317K | Buy |
1,366
+38
| +3% | +$8.82K | 0.05% | 124 |
|
|
2024
Q3 | $229K | Buy |
1,328
+8
| +0.6% | +$1.38K | 0.04% | 216 |
|
|
2024
Q2 | $212K | Sell |
1,320
-360
| -21% | -$57.8K | 0.04% | 166 |
|
|
2024
Q1 | $223K | Sell |
1,680
-260
| -13% | -$34.5K | 0.04% | 163 |
|
|
2023
Q4 | $217K | Buy |
+1,940
| New | +$217K | 0.04% | 151 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$207K | – | 158 |
|
|
2023
Q2 | $207K | Sell |
2,380
-790
| -25% | -$68.7K | 0.04% | 136 |
|
|
2023
Q1 | $203K | Buy |
+3,170
| New | +$203K | 0.04% | 136 |
|
|
2022
Q2 | – | Sell |
-3,280
| Closed | -$207K | – | 152 |
|
|
2022
Q1 | $207K | Buy |
3,280
+30
| +0.9% | +$1.89K | 0.04% | 143 |
|
|
2021
Q4 | $216K | Buy |
+3,250
| New | +$216K | 0.04% | 148 |
|