CWA
Clarus Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
1,130
-1,590
| -58% | -$432K | 0.14% | 67 |
|
|
2025
Q1 | $504K | Buy |
2,720
+929
| +52% | +$172K | 0.27% | 63 |
|
|
2024
Q4 | $403K | Buy |
1,791
+485
| +37% | +$109K | 0.2% | 82 |
|
|
2024
Q3 | $229K | Buy |
+1,306
| New | +$229K | 0.12% | 117 |
|
|
2018
Q3 | – | Sell |
-39
| Closed | -$9K | – | 705 |
|
|
2018
Q2 | $9K | Buy |
+39
| New | +$9K | 0.01% | 535 |
|