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Clean Yield Group’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
43,718
-548
-1% -$151K 3.6% 3
2025
Q1
$7.41M Buy
44,266
+588
+1% +$98.4K 2.41% 7
2024
Q4
$10.1M Buy
43,678
+1,072
+3% +$249K 3.22% 4
2024
Q3
$7.35M Buy
42,606
+42,569
+115,051% +$7.34M 2.33% 7
2024
Q2
$59.4K Hold
37
0.02% 211
2024
Q1
$49K Hold
37
0.02% 238
2023
Q4
$41.3K Hold
37
0.02% 247
2023
Q3
$32.4K Hold
37
0.01% 258
2023
Q2
$32.1K Hold
37
0.01% 265
2023
Q1
$23.7K Hold
37
0.01% 277
2022
Q4
$20.7K Sell
37
-13
-26% -$7.27K 0.01% 289
2022
Q3
$22K Hold
50
0.01% 273
2022
Q2
$24K Sell
50
-74
-60% -$35.5K 0.01% 285
2022
Q1
$78K Buy
124
+13
+12% +$8.18K 0.03% 217
2021
Q4
$74K Buy
111
+38
+52% +$25.3K 0.02% 236
2021
Q3
$35K Buy
73
+36
+97% +$17.3K 0.01% 285
2021
Q2
$18K Buy
+37
New +$18K 0.01% 324
2021
Q1
Sell
-62
Closed -$27K 166
2020
Q4
$27K Buy
62
+25
+68% +$10.9K 0.01% 287
2020
Q3
$13K Hold
37
0.01% 290
2020
Q2
$12K Hold
37
0.01% 293
2020
Q1
$9K Sell
37
-920
-96% -$224K ﹤0.01% 312
2019
Q4
$302K Hold
957
0.09% 121
2019
Q3
$264K Hold
957
0.09% 123
2019
Q2
$275K Sell
957
-306
-24% -$87.9K 0.1% 113
2019
Q1
$380K Sell
1,263
-259
-17% -$77.9K 0.15% 97
2018
Q4
$387K Hold
1,522
0.17% 98
2018
Q3
$376K Sell
1,522
-37
-2% -$9.14K 0.15% 101
2018
Q2
$378K Hold
1,559
0.16% 98
2018
Q1
$367K Sell
1,559
-426
-21% -$100K 0.16% 102
2017
Q4
$510K Hold
1,985
0.2% 95
2017
Q3
$481K Hold
1,985
0.2% 95
2017
Q2
$497K Hold
1,985
0.21% 95
2017
Q1
$435K Hold
1,985
0.18% 97
2016
Q4
$351K Sell
1,985
-115
-5% -$20.3K 0.16% 100
2016
Q3
$362K Hold
2,100
0.16% 102
2016
Q2
$326K Hold
2,100
0.14% 102
2016
Q1
$334K Hold
2,100
0.15% 98
2015
Q4
$261K Buy
+2,100
New +$261K 0.13% 107