Glass Jacobson Investment 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 | $999K | Sell |
3,625
-30
| -0.8% | -$8.27K | 0.39% | 80 |
|
|
2025
Q1 | $847K | Hold |
3,655
| – | – | 0.28% | 102 |
|
|
2024
Q4 | $847K | Buy |
3,655
+59
| +2% | +$13.7K | 0.28% | 102 |
|
|
2024
Q3 | $620K | Buy |
3,596
+16
| +0.4% | +$2.76K | 0.21% | 121 |
|
|
2024
Q2 | $576K | Buy |
3,580
+20
| +0.6% | +$3.22K | 0.21% | 115 |
|
|
2024
Q1 | $472K | Sell |
3,560
-200
| -5% | -$26.5K | 0.18% | 130 |
|
|
2023
Q4 | $420K | Buy |
3,760
+20
| +0.5% | +$2.23K | 0.17% | 135 |
|
|
2023
Q3 | $311K | Buy |
3,740
+330
| +10% | +$27.4K | 0.14% | 157 |
|
|
2023
Q2 | $296K | Buy |
+3,410
| New | +$296K | 0.14% | 164 |
|
|
2022
Q4 | $157K | Buy |
+2,800
| New | +$157K | 0.08% | 216 |
|