Total Clarity Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $663K | Buy |
2,406
+635
| +36% | +$175K | 0.19% | 127 |
|
2025
Q1 | $411K | Hold |
1,771
| – | – | 0.13% | 163 |
|
2024
Q4 | $411K | Buy |
1,771
+53
| +3% | +$12.3K | 0.13% | 165 |
|
2024
Q3 | $296K | Buy |
1,718
+168
| +11% | +$29K | 0.1% | 195 |
|
2024
Q2 | $250K | Sell |
1,550
-420
| -21% | -$67.6K | 0.09% | 216 |
|
2024
Q1 | $261K | Buy |
1,970
+140
| +8% | +$18.6K | 0.09% | 222 |
|
2023
Q4 | $204K | Buy |
+1,830
| New | +$204K | 0.08% | 222 |
|
2022
Q3 | – | Sell |
-650
| Closed | -$32K | – | 272 |
|
2022
Q2 | $32K | Buy |
+650
| New | +$32K | 0.02% | 482 |
|
2022
Q1 | – | Sell |
-650
| Closed | -$43K | – | 264 |
|
2021
Q4 | $43K | Buy |
650
+100
| +18% | +$6.62K | 0.02% | 434 |
|
2021
Q3 | $27K | Buy |
+550
| New | +$27K | 0.01% | 497 |
|
2020
Q1 | – | Sell |
-1,240
| Closed | -$39K | – | 122 |
|
2019
Q4 | $39K | Buy |
+1,240
| New | +$39K | 0.03% | 300 |
|