Clearview Wealth Advisors’s Broadcom AVGO Stock Holding History

Clearview Wealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-944	Closed	-$260K	–	103
2025 Q2	$260K	Buy	+944	New	+$205K	0.18%	94
2025 Q1	–	Sell	-941	Closed	-$218K	–	100
2024 Q4	$218K	Buy	+941	New	+$174K	0.17%	93
2023 Q3	–	Sell	-1,050	Closed	-$91.1K	–	153
2023 Q2	$91.1K	Hold	1,050	–	–	0.09%	150
2023 Q1	$67.4K	Sell	1,050 -160	-13%	-$9.63K	0.07%	175
2022 Q4	$67.7K	Hold	1,210	–	–	0.05%	151
2022 Q3	$54K	Hold	1,210	–	–	0.04%	159
2022 Q2	$59K	Sell	1,210 -100	-8%	-$5.61K	0.04%	165
2022 Q1	$82K	Sell	1,310 -760	-37%	-$45.1K	0.05%	155
2021 Q4	$138K	Sell	2,070 -200	-9%	-$11.2K	0.08%	130
2021 Q3	$110K	Buy	2,270 +100	+5%	+$4.86K	0.07%	148
2021 Q2	$103K	Buy	2,170 +170	+9%	+$7.88K	0.06%	159
2021 Q1	$93K	Sell	2,000 -380	-16%	-$17.6K	0.06%	160
2020 Q4	$105K	Buy	+2,380	New	+$92.8K	0.07%	136

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearview Wealth Advisors's AVGO Position: Q3 2025 in Review

Clearview Wealth Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 944 shares — an estimated $260K sold.

Clearview Wealth Advisors first reported a position in AVGO in Q4 2020 and held it in 13 quarters. The position peaked at $260K in Q2 2025. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Clearview Wealth Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Clearview Wealth Advisors sold 944 Broadcom shares in Q3 2025, an estimated $260K.
Clearview Wealth Advisors first reported a position in Broadcom in Q4 2020 and held it in 13 quarters.
Clearview Wealth Advisors's Broadcom position peaked at $260K in Q2 2025.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.