McClarren Financial 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 | – | Sell |
-502
| Closed | -$89K | – | 100 |
|
|
2025
Q1 | $89K | Sell |
502
-8
| -2% | -$1.42K | 0.06% | 111 |
|
|
2024
Q4 | $118K | Buy |
510
+165
| +48% | +$38.2K | 0.33% | 50 |
|
|
2024
Q3 | $169 | Sell |
345
-31,765
| -99% | -$15.6K | 0.02% | 80 |
|
|
2024
Q2 | $81K | Buy |
32,110
+31,620
| +6,453% | +$79.8K | 0.06% | 113 |
|
|
2024
Q1 | $65K | Hold |
490
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $55K | Hold |
490
| – | – | 0.04% | 149 |
|
|
2023
Q3 | $40K | Hold |
490
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $42K | Buy |
+490
| New | +$42K | 0.03% | 162 |
|