Compton Wealth Advisory Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Sell |
34,739
-814
| -2% | -$224K | 2.42% | 12 |
|
|
2025
Q1 | $5.95M | Sell |
35,553
-191
| -0.5% | -$32K | 1.65% | 19 |
|
|
2024
Q4 | $8.29M | Buy |
35,744
+822
| +2% | +$191K | 2.14% | 14 |
|
|
2024
Q3 | $6.02M | Buy |
34,922
+1,232
| +4% | +$213K | 1.52% | 19 |
|
|
2024
Q2 | $5.41M | Buy |
33,690
+40
| +0.1% | +$6.42K | 1.44% | 18 |
|
|
2024
Q1 | $4.46M | Buy |
33,650
+20
| +0.1% | +$2.65K | 1.22% | 19 |
|
|
2023
Q4 | $3.75M | Sell |
33,630
-1,260
| -4% | -$141K | 1.18% | 19 |
|
|
2023
Q3 | $2.9M | Hold |
34,890
| – | – | 0.99% | 20 |
|
|
2023
Q2 | $3.03M | Sell |
34,890
-170
| -0.5% | -$14.7K | 1.01% | 23 |
|
|
2023
Q1 | $2.25M | Buy |
35,060
+2,440
| +7% | +$157K | 0.78% | 25 |
|
|
2022
Q4 | $1.82M | Buy |
32,620
+540
| +2% | +$30.2K | 0.71% | 32 |
|
|
2022
Q3 | $1.43M | Buy |
32,080
+3,200
| +11% | +$142K | 0.61% | 35 |
|
|
2022
Q2 | $1.4M | Buy |
28,880
+18,430
| +176% | +$895K | 0.6% | 36 |
|
|
2022
Q1 | $658K | Buy |
10,450
+4,840
| +86% | +$305K | 0.25% | 70 |
|
|
2021
Q4 | $373K | Hold |
5,610
| – | – | 0.16% | 65 |
|
|
2021
Q3 | $272K | Hold |
5,610
| – | – | 0.13% | 69 |
|
|
2021
Q2 | $268K | Buy |
5,610
+50
| +0.9% | +$2.39K | 0.13% | 70 |
|
|
2021
Q1 | $258K | Sell |
5,560
-440
| -7% | -$20.4K | 0.15% | 72 |
|
|
2020
Q4 | $263K | Sell |
6,000
-16,970
| -74% | -$744K | 0.16% | 66 |
|
|
2020
Q3 | $837K | Hold |
22,970
| – | – | 0.63% | 41 |
|
|
2020
Q2 | $725K | Sell |
22,970
-4,900
| -18% | -$155K | 0.77% | 39 |
|
|
2020
Q1 | $661K | Sell |
27,870
-3,500
| -11% | -$83K | 0.86% | 37 |
|
|
2019
Q4 | $991K | Hold |
31,370
| – | – | 0.88% | 37 |
|
|
2019
Q3 | $866K | Buy |
31,370
+16,270
| +108% | +$449K | 0.48% | 43 |
|
|
2019
Q2 | $435K | Hold |
15,100
| – | – | 0.22% | 51 |
|
|
2019
Q1 | $454K | Hold |
15,100
| – | – | 0.24% | 50 |
|
|
2018
Q4 | $384K | Buy |
+15,100
| New | +$384K | 0.2% | 56 |
|