Clean Yield Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Sell |
39,569
-2,641
| -6% | -$869K | 3.45% | 3 |
|
|
2025
Q4 | $14.6M | Buy |
42,210
+10
| +0% | +$3.58K | 4.06% | 3 |
|
|
2025
Q3 | $13.9M | Sell |
42,200
-1,518
| -3% | -$466K | 3.94% | 3 |
|
|
2025
Q2 | $12.1M | Sell |
43,718
-548
| -1% | -$119K | 3.6% | 3 |
|
|
2025
Q1 | $7.41M | Buy |
44,266
+588
| +1% | +$124K | 2.41% | 7 |
|
|
2024
Q4 | $10.1M | Buy |
43,678
+1,072
| +3% | +$198K | 3.22% | 4 |
|
|
2024
Q3 | $7.35M | Buy |
42,606
+42,236
| +11,415% | +$6.77M | 2.33% | 7 |
|
|
2024
Q2 | $59.4K | Hold |
370
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $49K | Hold |
370
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $41.3K | Hold |
370
| – | – | 0.02% | 247 |
|
|
2023
Q3 | $32.4K | Hold |
370
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $32.1K | Hold |
370
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $23.7K | Hold |
370
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $20.7K | Sell |
370
-130
| -26% | -$6.52K | 0.01% | 289 |
|
|
2022
Q3 | $22K | Hold |
500
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $24K | Sell |
500
-740
| -60% | -$41.5K | 0.01% | 286 |
|
|
2022
Q1 | $78K | Buy |
1,240
+130
| +12% | +$7.72K | 0.03% | 218 |
|
|
2021
Q4 | $74K | Buy |
1,110
+380
| +52% | +$21.4K | 0.02% | 237 |
|
|
2021
Q3 | $35K | Buy |
730
+360
| +97% | +$17.5K | 0.01% | 286 |
|
|
2021
Q2 | $18K | Buy |
+370
| New | +$17.1K | 0.01% | 325 |
|
|
2021
Q1 | – | Sell |
-620
| Closed | -$27K | – | 167 |
|
|
2020
Q4 | $27K | Buy |
620
+250
| +68% | +$9.75K | 0.01% | 288 |
|
|
2020
Q3 | $13K | Hold |
370
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $12K | Hold |
370
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $9K | Sell |
370
-9,200
| -96% | -$259K | ﹤0.01% | 313 |
|
|
2019
Q4 | $302K | Hold |
9,570
| – | – | 0.09% | 123 |
|
|
2019
Q3 | $264K | Hold |
9,570
| – | – | 0.09% | 124 |
|
|
2019
Q2 | $275K | Sell |
9,570
-3,060
| -24% | -$89.2K | 0.1% | 114 |
|
|
2019
Q1 | $380K | Sell |
12,630
-2,590
| -17% | -$70.2K | 0.15% | 97 |
|
|
2018
Q4 | $387K | Hold |
15,220
| – | – | 0.17% | 98 |
|
|
2018
Q3 | $376K | Sell |
15,220
-370
| -2% | -$8.3K | 0.15% | 101 |
|
|
2018
Q2 | $378K | Hold |
15,590
| – | – | 0.16% | 98 |
|
|
2018
Q1 | $367K | Sell |
15,590
-4,260
| -21% | -$107K | 0.16% | 102 |
|
|
2017
Q4 | $510K | Hold |
19,850
| – | – | 0.2% | 95 |
|
|
2017
Q3 | $481K | Hold |
19,850
| – | – | 0.2% | 95 |
|
|
2017
Q2 | $497K | Hold |
19,850
| – | – | 0.21% | 95 |
|
|
2017
Q1 | $435K | Hold |
19,850
| – | – | 0.18% | 97 |
|
|
2016
Q4 | $351K | Sell |
19,850
-1,150
| -5% | -$19.9K | 0.16% | 100 |
|
|
2016
Q3 | $362K | Hold |
21,000
| – | – | 0.16% | 102 |
|
|
2016
Q2 | $326K | Hold |
21,000
| – | – | 0.14% | 102 |
|
|
2016
Q1 | $334K | Hold |
21,000
| – | – | 0.15% | 98 |
|
|
2015
Q4 | $261K | Buy |
+21,000
| New | +$273K | 0.13% | 107 |
|
Other funds holding AVGO
VCM
VPM
Clean Yield Group's AVGO Position: Q1 2026 in Review
Clean Yield Group reduced its Broadcom (AVGO) stake by 6.3% in Q1 2026, selling an estimated $869K and leaving 39,569 shares worth $12.2M. The position accounts for 3.45% of the portfolio, ranked #3.
Clean Yield Group first reported a position in AVGO in Q4 2015 and has held it in 41 quarters since. The position peaked at $14.6M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Clean Yield Group held 39,569 shares of Broadcom worth $12.2M as of Q1 2026.
- Clean Yield Group sold 2,641 Broadcom shares in Q1 2026, an estimated $869K.
- Broadcom made up 3.45% of Clean Yield Group's portfolio in Q1 2026, its #3 holding.
- Clean Yield Group first reported a position in Broadcom in Q4 2015 and has held it in 41 quarters since.
- Clean Yield Group's Broadcom position peaked at $14.6M in Q4 2025.
- 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.