CRA Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.67M | Buy |
24,772
+86
| +0.3% | +$28.3K | 1% | 24 |
|
|
2025
Q4 | $8.54M | Buy |
24,686
+411
| +2% | +$147K | 1.12% | 21 |
|
|
2025
Q3 | $8.01M | Buy |
24,275
+250
| +1% | +$76.7K | 1.1% | 20 |
|
|
2025
Q2 | $6.62M | Buy |
24,025
+315
| +1% | +$68.4K | 1.01% | 21 |
|
|
2025
Q1 | $3.97M | Buy |
23,710
+681
| +3% | +$144K | 0.68% | 33 |
|
|
2024
Q4 | $5.34M | Buy |
23,029
+79
| +0.3% | +$14.6K | 0.92% | 21 |
|
|
2024
Q3 | $3.96M | Buy |
22,950
+850
| +4% | +$136K | 0.73% | 29 |
|
|
2024
Q2 | $3.55M | Buy |
22,100
+1,380
| +7% | +$193K | 0.72% | 29 |
|
|
2024
Q1 | $2.75M | Sell |
20,720
-420
| -2% | -$52K | 0.6% | 36 |
|
|
2023
Q4 | $2.36M | Buy |
21,140
+40
| +0.2% | +$3.79K | 0.58% | 34 |
|
|
2023
Q3 | $1.75M | Buy |
21,100
+500
| +2% | +$43.3K | 0.48% | 43 |
|
|
2023
Q2 | $1.79M | Buy |
20,600
+490
| +2% | +$34.9K | 0.48% | 41 |
|
|
2023
Q1 | $1.29M | Hold |
20,110
| – | – | 0.38% | 52 |
|
|
2022
Q4 | $1.12M | Buy |
20,110
+710
| +4% | +$35.6K | 0.37% | 56 |
|
|
2022
Q3 | $861K | Sell |
19,400
-330
| -2% | -$16.9K | 0.31% | 60 |
|
|
2022
Q2 | $959K | Buy |
19,730
+110
| +0.6% | +$6.17K | 0.33% | 64 |
|
|
2022
Q1 | $1.24M | Buy |
19,620
+30
| +0.2% | +$1.78K | 0.37% | 52 |
|
|
2021
Q4 | $1.3M | Buy |
19,590
+670
| +4% | +$37.7K | 0.39% | 45 |
|
|
2021
Q3 | $917K | Buy |
18,920
+40
| +0.2% | +$1.95K | 0.31% | 65 |
|
|
2021
Q2 | $900K | Hold |
18,880
| – | – | 0.31% | 60 |
|
|
2021
Q1 | $875K | Buy |
18,880
+110
| +0.6% | +$5.09K | 0.34% | 52 |
|
|
2020
Q4 | $822K | Buy |
18,770
+220
| +1% | +$8.58K | 0.35% | 57 |
|
|
2020
Q3 | $676K | Hold |
18,550
| – | – | 0.32% | 69 |
|
|
2020
Q2 | $585K | Buy |
18,550
+410
| +2% | +$11.5K | 0.31% | 75 |
|
|
2020
Q1 | $430K | Buy |
18,140
+2,000
| +12% | +$56.3K | 0.28% | 81 |
|
|
2019
Q4 | $510K | Sell |
16,140
-320
| -2% | -$9.72K | 0.28% | 75 |
|
|
2019
Q3 | $454K | Sell |
16,460
-500
| -3% | -$14.2K | 0.27% | 77 |
|
|
2019
Q2 | $488K | Buy |
16,960
+330
| +2% | +$9.62K | 0.29% | 73 |
|
|
2019
Q1 | $500K | Sell |
16,630
-2,560
| -13% | -$69.4K | 0.33% | 72 |
|
|
2018
Q4 | $488K | Buy |
+19,190
| New | +$453K | 0.35% | 70 |
|
Other funds holding AVGO
VCM
VPM
