Clayton Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,047
Closed -$243K 120
2024
Q4
$243K Sell
1,047
-318
-23% -$73.7K 0.09% 105
2024
Q3
$235K Buy
+1,365
New +$235K 0.09% 107