CA
Clearstead Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
107,464
+10,689
| +11% | +$2.95M | 0.42% | 49 |
|
|
2025
Q1 | $16.2M | Sell |
96,775
-2,205
| -2% | -$369K | 0.25% | 88 |
|
|
2024
Q4 | $22.9M | Buy |
98,980
+863
| +0.9% | +$200K | 0.35% | 61 |
|
|
2024
Q3 | $16.9M | Buy |
98,117
+89,527
| +1,042% | +$15.4M | 0.26% | 84 |
|
|
2024
Q2 | $13.8M | Buy |
8,590
+3,640
| +74% | +$5.84M | 0.24% | 90 |
|
|
2024
Q1 | $6.62M | Buy |
4,950
+225
| +5% | +$301K | 0.33% | 63 |
|
|
2023
Q4 | $5.27M | Sell |
4,725
-4,190
| -47% | -$4.68M | 0.28% | 76 |
|
|
2023
Q3 | $7.4M | Buy |
8,915
+5,100
| +134% | +$4.24M | 0.21% | 92 |
|
|
2023
Q2 | $3.31M | Buy |
3,815
+15
| +0.4% | +$13K | 0.2% | 95 |
|
|
2023
Q1 | $2.44M | Buy |
3,800
+307
| +9% | +$197K | 0.18% | 100 |
|
|
2022
Q4 | $1.95M | Buy |
3,493
+356
| +11% | +$199K | 0.15% | 124 |
|
|
2022
Q3 | $1.39M | Buy |
3,137
+43
| +1% | +$19.1K | 0.13% | 138 |
|
|
2022
Q2 | $1.5M | Buy |
3,094
+242
| +8% | +$118K | 0.12% | 141 |
|
|
2022
Q1 | $1.8M | Buy |
2,852
+310
| +12% | +$195K | 0.12% | 137 |
|
|
2021
Q4 | $1.69M | Buy |
2,542
+314
| +14% | +$209K | 0.12% | 139 |
|
|
2021
Q3 | $1.08M | Buy |
2,228
+425
| +24% | +$206K | 0.08% | 161 |
|
|
2021
Q2 | $860K | Buy |
1,803
+232
| +15% | +$111K | 0.07% | 179 |
|
|
2021
Q1 | $728K | Buy |
1,571
+113
| +8% | +$52.4K | 0.06% | 185 |
|
|
2020
Q4 | $638K | Buy |
1,458
+261
| +22% | +$114K | 0.06% | 187 |
|
|
2020
Q3 | $436K | Sell |
1,197
-209
| -15% | -$76.1K | 0.05% | 195 |
|
|
2020
Q2 | $444K | Buy |
1,406
+550
| +64% | +$174K | 0.05% | 188 |
|
|
2020
Q1 | $203K | Hold |
856
| – | – | 0.03% | 232 |
|
|
2019
Q4 | $271K | Hold |
856
| – | – | 0.03% | 238 |
|
|
2019
Q3 | $236K | Buy |
+856
| New | +$236K | 0.03% | 238 |
|