Clearview Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+944
| New | +$260K | 0.18% | 94 |
|
|
2025
Q1 | – | Sell |
-941
| Closed | -$218K | – | 100 |
|
|
2024
Q4 | $218K | Buy |
+941
| New | +$218K | 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% | -$10.3K | 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% | -$4.88K | 0.04% | 165 |
|
|
2022
Q1 | $82K | Sell |
1,310
-760
| -37% | -$47.6K | 0.05% | 155 |
|
|
2021
Q4 | $138K | Sell |
2,070
-200
| -9% | -$13.3K | 0.08% | 130 |
|
|
2021
Q3 | $110K | Buy |
2,270
+100
| +5% | +$4.85K | 0.07% | 148 |
|
|
2021
Q2 | $103K | Buy |
2,170
+170
| +9% | +$8.07K | 0.06% | 159 |
|
|
2021
Q1 | $93K | Sell |
2,000
-380
| -16% | -$17.7K | 0.06% | 160 |
|
|
2020
Q4 | $105K | Buy |
+2,380
| New | +$105K | 0.07% | 136 |
|