JMFC
J.M. Forbes & Co’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Sell |
116,630
-128
| -0.1% | -$35.3K | 2.94% | 7 |
|
|
2025
Q1 | $19.5M | Buy |
116,758
+3,099
| +3% | +$519K | 1.89% | 11 |
|
|
2024
Q4 | $26.4M | Buy |
113,659
+159
| +0.1% | +$36.9K | 2.54% | 8 |
|
|
2024
Q3 | $19.6M | Buy |
113,500
+102,025
| +889% | +$17.6M | 1.91% | 11 |
|
|
2024
Q2 | $18.4M | Buy |
11,475
+124
| +1% | +$199K | 1.89% | 12 |
|
|
2024
Q1 | $15M | Sell |
11,351
-4,085
| -26% | -$5.41M | 1.63% | 18 |
|
|
2023
Q4 | $17.2M | Buy |
15,436
+119
| +0.8% | +$133K | 2% | 14 |
|
|
2023
Q3 | $12.7M | Sell |
15,317
-3,683
| -19% | -$3.06M | 1.65% | 20 |
|
|
2023
Q2 | $16.5M | Sell |
19,000
-3,463
| -15% | -$3M | 2.05% | 13 |
|
|
2023
Q1 | $14.4M | Buy |
22,463
+219
| +1% | +$140K | 1.97% | 20 |
|
|
2022
Q4 | $12.4M | Sell |
22,244
-7
| -0% | -$3.91K | 1.79% | 25 |
|
|
2022
Q3 | $9.88M | Buy |
22,251
+210
| +1% | +$93.2K | 1.55% | 26 |
|
|
2022
Q2 | $10.7M | Sell |
22,041
-18
| -0.1% | -$8.75K | 1.58% | 28 |
|
|
2022
Q1 | $13.9M | Buy |
22,059
+42
| +0.2% | +$26.4K | 1.76% | 24 |
|
|
2021
Q4 | $14.7M | Buy |
22,017
+110
| +0.5% | +$73.2K | 1.68% | 25 |
|
|
2021
Q3 | $10.6M | Buy |
21,907
+228
| +1% | +$111K | 1.34% | 33 |
|
|
2021
Q2 | $10.3M | Buy |
21,679
+43
| +0.2% | +$20.5K | 1.3% | 35 |
|
|
2021
Q1 | $10M | Buy |
21,636
+459
| +2% | +$213K | 1.4% | 33 |
|
|
2020
Q4 | $9.27M | Buy |
21,177
+246
| +1% | +$108K | 1.36% | 32 |
|
|
2020
Q3 | $7.63M | Buy |
+20,931
| New | +$7.63M | 1.22% | 32 |
|