Clarity Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,167
+140
| +3% | +$38.6K | 0.28% | 43 |
|
|
2025
Q1 | $674K | Sell |
4,027
-10
| -0.2% | -$1.67K | 0.19% | 49 |
|
|
2024
Q4 | $936K | Sell |
4,037
-47
| -1% | -$10.9K | 0.26% | 41 |
|
|
2024
Q3 | $704K | Buy |
4,084
+214
| +6% | +$36.9K | 0.2% | 44 |
|
|
2024
Q2 | $622K | Buy |
3,870
+100
| +3% | +$16.1K | 0.2% | 46 |
|
|
2024
Q1 | $500K | Buy |
3,770
+220
| +6% | +$29.2K | 0.17% | 55 |
|
|
2023
Q4 | $396K | Hold |
3,550
| – | – | 0.15% | 60 |
|
|
2023
Q3 | $295K | Hold |
3,550
| – | – | 0.13% | 59 |
|
|
2023
Q2 | $308K | Buy |
3,550
+110
| +3% | +$9.54K | 0.14% | 60 |
|
|
2023
Q1 | $221K | Buy |
+3,440
| New | +$221K | 0.11% | 66 |
|
|
2022
Q2 | – | Sell |
-3,780
| Closed | -$238K | – | 72 |
|
|
2022
Q1 | $238K | Sell |
3,780
-130
| -3% | -$8.19K | 0.11% | 61 |
|
|
2021
Q4 | $260K | Buy |
+3,910
| New | +$260K | 0.12% | 60 |
|
|
2020
Q3 | – | Sell |
-9,660
| Closed | -$304K | – | 59 |
|
|
2020
Q2 | $304K | Buy |
+9,660
| New | +$304K | 0.24% | 52 |
|
|
2020
Q1 | – | Sell |
-7,740
| Closed | -$244K | – | 57 |
|
|
2019
Q4 | $244K | Buy |
+7,740
| New | +$244K | 0.21% | 55 |
|