Claro 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 | $9.21M | Sell |
33,394
-6,325
| -16% | -$1.74M | 1.52% | 16 |
|
|
2025
Q1 | $6.65M | Buy |
39,719
+783
| +2% | +$131K | 0.89% | 19 |
|
|
2024
Q4 | $9.03M | Sell |
38,936
-6,934
| -15% | -$1.61M | 1.22% | 17 |
|
|
2024
Q3 | $7.91M | Buy |
45,870
+5,850
| +15% | +$1.01M | 1.02% | 17 |
|
|
2024
Q2 | $6.43M | Buy |
40,020
+3,020
| +8% | +$485K | 1% | 17 |
|
|
2024
Q1 | $4.9M | Buy |
37,000
+10,500
| +40% | +$1.39M | 0.85% | 22 |
|
|
2023
Q4 | $2.96M | Buy |
26,500
+6,540
| +33% | +$730K | 0.64% | 35 |
|
|
2023
Q3 | $1.66M | Buy |
19,960
+1,120
| +6% | +$93K | 0.41% | 49 |
|
|
2023
Q2 | $1.63M | Sell |
18,840
-840
| -4% | -$72.9K | 0.41% | 49 |
|
|
2023
Q1 | $1.26M | Buy |
19,680
+270
| +1% | +$17.3K | 0.37% | 62 |
|
|
2022
Q4 | $1.09M | Buy |
19,410
+1,500
| +8% | +$83.9K | 0.36% | 70 |
|
|
2022
Q3 | $870K | Hold |
17,910
| – | – | 0.35% | 69 |
|
|
2022
Q2 | $870K | Buy |
17,910
+1,000
| +6% | +$48.6K | 0.35% | 69 |
|
|
2022
Q1 | $1.13M | Hold |
16,910
| – | – | 0.4% | 58 |
|
|
2021
Q4 | $1.13M | Sell |
16,910
-250
| -1% | -$16.6K | 0.4% | 58 |
|
|
2021
Q3 | $832K | Buy |
17,160
+240
| +1% | +$11.6K | 0.35% | 74 |
|
|
2021
Q2 | $807K | Buy |
16,920
+190
| +1% | +$9.06K | 0.36% | 70 |
|
|
2021
Q1 | $776K | Sell |
16,730
-40
| -0.2% | -$1.86K | 0.39% | 66 |
|
|
2020
Q4 | $734K | Buy |
16,770
+310
| +2% | +$13.6K | 0.39% | 72 |
|
|
2020
Q3 | $600K | Buy |
16,460
+2,740
| +20% | +$99.9K | 0.38% | 76 |
|
|
2020
Q2 | $433K | Buy |
13,720
+2,740
| +25% | +$86.5K | 0.3% | 101 |
|
|
2020
Q1 | $260K | Buy |
+10,980
| New | +$260K | 0.24% | 125 |
|
|
2019
Q1 | – | Sell |
-1,320
| Closed | -$33K | – | 202 |
|
|
2018
Q4 | $33K | Buy |
+1,320
| New | +$33K | 0.03% | 425 |
|