GJWM
Gilliland Jeter Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
11,165
-1,149
| -9% | -$317K | 1% | 23 |
|
|
2025
Q1 | $2.06M | Sell |
12,314
-1,508
| -11% | -$252K | 0.73% | 37 |
|
|
2024
Q4 | $3.2M | Buy |
13,822
+82
| +0.6% | +$19K | 1.08% | 24 |
|
|
2024
Q3 | $2.37M | Buy |
13,740
+12,351
| +889% | +$2.13M | 0.77% | 33 |
|
|
2024
Q2 | $2.23M | Sell |
1,389
-2
| -0.1% | -$3.21K | 0.75% | 34 |
|
|
2024
Q1 | $1.84M | Sell |
1,391
-102
| -7% | -$135K | 0.64% | 41 |
|
|
2023
Q4 | $1.67M | Buy |
+1,493
| New | +$1.67M | 0.69% | 40 |
|