Clearstead Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.4M | Buy |
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|
2025
Q2 | $12.4M | Buy |
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|
2025
Q1 | $6.57M | Buy |
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|
2024
Q4 | $8.78M | Buy |
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|
2024
Q3 | $6.47M | Buy |
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|
2024
Q2 | $5.83M | Buy |
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|
2024
Q1 | $4.2M | Buy |
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|
2023
Q4 | $2.95M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $89K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $13K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Buy |
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