Clark Financial Services Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
2,562
-12
| -0.5% | -$3.31K | 0.43% | 29 |
|
|
2025
Q1 | $431K | Sell |
2,574
-4
| -0.2% | -$670 | 0.3% | 44 |
|
|
2024
Q4 | $598K | Buy |
2,578
+6
| +0.2% | +$1.39K | 0.46% | 26 |
|
|
2024
Q3 | $444K | Sell |
2,572
-1,918
| -43% | -$331K | 0.4% | 27 |
|
|
2024
Q2 | $721K | Sell |
4,490
-4,230
| -49% | -$679K | 0.76% | 15 |
|
|
2024
Q1 | $1.16M | Sell |
8,720
-4,850
| -36% | -$643K | 1.39% | 10 |
|
|
2023
Q4 | $1.51M | Sell |
13,570
-100
| -0.7% | -$11.2K | 1.94% | 9 |
|
|
2023
Q3 | $1.14M | Sell |
13,670
-170
| -1% | -$14.1K | 1.55% | 11 |
|
|
2023
Q2 | $1.2M | Sell |
13,840
-40
| -0.3% | -$3.47K | 1.62% | 9 |
|
|
2023
Q1 | $890K | Sell |
13,880
-90
| -0.6% | -$5.77K | 1.31% | 9 |
|
|
2022
Q4 | $781K | Buy |
13,970
+280
| +2% | +$15.7K | 0.9% | 15 |
|
|
2022
Q3 | $607K | Buy |
+13,690
| New | +$607K | 0.64% | 25 |
|
|
2022
Q1 | $821K | Buy |
13,040
+870
| +7% | +$54.8K | 0.6% | 25 |
|
|
2021
Q4 | $809K | Buy |
12,170
+720
| +6% | +$47.9K | 0.54% | 26 |
|
|
2021
Q3 | $555K | Buy |
11,450
+450
| +4% | +$21.8K | 0.43% | 28 |
|
|
2021
Q2 | $525K | Buy |
11,000
+260
| +2% | +$12.4K | 0.41% | 34 |
|
|
2021
Q1 | $498K | Buy |
+10,740
| New | +$498K | 0.42% | 34 |
|
|
2020
Q2 | $636K | Buy |
+13,090
| New | +$636K | 0.98% | 20 |
|