Clifford Swan Investment Counsel’s Broadcom AVGO Stock Holding History

Clifford Swan Investment Counsel’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.94M	Buy	28,793 +233	+0.8%	+$64.2K	0.28%	89
2025 Q1	$4.78M	Sell	28,560 -520	-2%	-$87.1K	0.18%	111
2024 Q4	$6.74M	Hold	29,080	–	–	0.24%	93
2024 Q3	$5.02M	Buy	29,080 +500	+2%	+$86.3K	0.18%	109
2024 Q2	$4.59M	Sell	28,580 -1,610	-5%	-$258K	0.17%	110
2024 Q1	$4M	Sell	30,190 -14,150	-32%	-$1.88M	0.15%	117
2023 Q4	$4.95M	Buy	44,340 +41,630	+1,536%	+$4.65M	0.19%	107
2023 Q3	$225K	Sell	2,710 -280	-9%	-$23.3K	0.01%	282
2023 Q2	$259K	Buy	+2,990	New	+$259K	0.01%	274
2022 Q3	–	Sell	-11,090	Closed	-$539K	–	309
2022 Q2	$539K	Buy	11,090 +700	+7%	+$34K	0.02%	215
2022 Q1	$654K	Sell	10,390 -10	-0.1%	-$629	0.02%	210
2021 Q4	$692K	Buy	10,400 +10	+0.1%	+$665	0.02%	215
2021 Q3	$549K	Hold	10,390	–	–	0.02%	232
2021 Q2	$507K	Sell	10,390 -7,430	-42%	-$363K	0.02%	225
2021 Q1	$826K	Sell	17,820 -200	-1%	-$9.27K	0.03%	189
2020 Q4	$789K	Buy	18,020 +100	+0.6%	+$4.38K	0.03%	194
2020 Q3	$653K	Hold	17,920	–	–	0.03%	195
2020 Q2	$566K	Hold	17,920	–	–	0.03%	202
2020 Q1	$425K	Hold	17,920	–	–	0.03%	207
2019 Q4	$566K	Hold	17,920	–	–	0.03%	204
2019 Q3	$495K	Hold	17,920	–	–	0.03%	207
2019 Q2	$516K	Hold	17,920	–	–	0.03%	203
2019 Q1	$539K	Sell	17,920 -780	-4%	-$23.5K	0.03%	202
2018 Q4	$476K	Sell	18,700 -310	-2%	-$7.89K	0.03%	204
2018 Q3	$469K	Hold	19,010	–	–	0.02%	212
2018 Q2	$461K	Buy	19,010 +310	+2%	+$7.52K	0.03%	215
2018 Q1	$441K	Hold	18,700	–	–	0.02%	215
2017 Q4	$480K	Hold	18,700	–	–	0.03%	212
2017 Q3	$454K	Sell	18,700 -1,680	-8%	-$40.8K	0.03%	215
2017 Q2	$475K	Buy	20,380 +6,380	+46%	+$149K	0.03%	216
2017 Q1	$307K	Buy	14,000 +1,190	+9%	+$26.1K	0.02%	244
2016 Q4	$226K	Sell	12,810 -850	-6%	-$15K	0.02%	257
2016 Q3	$236K	Buy	+13,660	New	+$236K	0.02%	253
2016 Q2	–	Sell	-13,210	Closed	-$204K	–	262
2016 Q1	$204K	Buy	+13,210	New	+$204K	0.01%	255