Creative Financial Designs’s Broadcom AVGO Stock Holding History

Creative Financial Designs’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	$1.42M	Buy	5,151 +190	+4%	+$52.4K	0.1%	171
2025 Q1	$831K	Buy	4,961 +445	+10%	+$74.5K	0.07%	219
2024 Q4	$1.05M	Buy	4,516 +13	+0.3%	+$3.01K	0.09%	192
2024 Q3	$777K	Buy	4,503 +263	+6%	+$45.4K	0.07%	225
2024 Q2	$681K	Buy	4,240 +200	+5%	+$32.1K	0.06%	228
2024 Q1	$535K	Sell	4,040 -790	-16%	-$105K	0.05%	257
2023 Q4	$539K	Sell	4,830 -6,020	-55%	-$671K	0.05%	239
2023 Q3	$901K	Buy	10,850 +630	+6%	+$52.3K	0.11%	158
2023 Q2	$887K	Buy	10,220 +5,120	+100%	+$444K	0.1%	164
2023 Q1	$327K	Buy	5,100 +430	+9%	+$27.6K	0.04%	262
2022 Q4	$261K	Hold	4,670	–	–	0.04%	278
2022 Q3	$207K	Buy	4,670 +980	+27%	+$43.4K	0.03%	289
2022 Q2	$179K	Hold	3,690	–	–	0.03%	318
2022 Q1	$232K	Buy	3,690 +40	+1%	+$2.52K	0.04%	272
2021 Q4	$243K	Hold	3,650	–	–	0.04%	273
2021 Q3	$177K	Buy	3,650 +230	+7%	+$11.2K	0.03%	321
2021 Q2	$163K	Sell	3,420 -14,750	-81%	-$703K	0.03%	331
2021 Q1	$842K	Sell	18,170 -200	-1%	-$9.27K	0.16%	114
2020 Q4	$804K	Sell	18,370 -260	-1%	-$11.4K	0.17%	102
2020 Q3	$679K	Buy	18,630 +1,350	+8%	+$49.2K	0.17%	110
2020 Q2	$545K	Buy	17,280 +140	+0.8%	+$4.42K	0.17%	106
2020 Q1	$406K	Buy	17,140 +1,370	+9%	+$32.5K	0.21%	77
2019 Q4	$508K	Buy	15,770 +740	+5%	+$23.8K	0.23%	96
2019 Q3	$406K	Buy	15,030 +1,850	+14%	+$50K	0.22%	85
2019 Q2	$362K	Sell	13,180 -10	-0.1%	-$275	0.2%	91
2019 Q1	$397K	Buy	13,190 +2,990	+29%	+$90K	0.24%	80
2018 Q4	$259K	Buy	10,200 +860	+9%	+$21.8K	0.19%	92
2018 Q3	$230K	Buy	9,340 +8,090	+647%	+$199K	0.13%	115
2018 Q2	$30K	Hold	1,250	–	–	0.02%	301
2018 Q1	$29K	Sell	1,250 -1,250	-50%	-$29K	0.02%	280
2017 Q4	$64K	Buy	2,500 +300	+14%	+$7.68K	0.04%	198
2017 Q3	$53K	Hold	2,200	–	–	0.03%	236
2017 Q2	$51K	Hold	2,200	–	–	0.03%	233
2017 Q1	$48K	Hold	2,200	–	–	0.03%	239
2016 Q4	$39K	Buy	+2,200	New	+$39K	0.03%	247