JPMPWA
J.P. Morgan Private Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $561M | Buy |
+674,906
| New | +$561M | 1.6% | 8 |
|
|
2023
Q2 | – | Sell |
-835,945
| Closed | -$536M | – | 1502 |
|
|
2023
Q1 | $536M | Sell |
835,945
-17,670
| -2% | -$11.3M | 1.14% | 11 |
|
|
2022
Q4 | $477M | Buy |
853,615
+15,539
| +2% | +$8.69M | 1.07% | 13 |
|
|
2022
Q3 | $372M | Sell |
838,076
-22,601
| -3% | -$10M | 0.97% | 14 |
|
|
2022
Q2 | $418M | Buy |
860,677
+24,518
| +3% | +$11.9M | 1.07% | 8 |
|
|
2022
Q1 | $527M | Buy |
836,159
+70,024
| +9% | +$44.1M | 1.14% | 10 |
|
|
2021
Q4 | $510M | Buy |
766,135
+45,384
| +6% | +$30.2M | 1.1% | 10 |
|
|
2021
Q3 | $350M | Buy |
720,751
+40,528
| +6% | +$19.7M | 0.85% | 16 |
|
|
2021
Q2 | $324M | Buy |
680,223
+132,670
| +24% | +$63.3M | 0.84% | 18 |
|
|
2021
Q1 | $254M | Sell |
547,553
-14,127
| -3% | -$6.55M | 0.82% | 18 |
|
|
2020
Q4 | $246M | Buy |
561,680
+61,261
| +12% | +$26.8M | 0.8% | 18 |
|
|
2020
Q3 | $182M | Buy |
500,419
+83,252
| +20% | +$30.3M | 0.71% | 26 |
|
|
2020
Q2 | $132M | Buy |
417,167
+38,701
| +10% | +$12.2M | 0.6% | 34 |
|
|
2020
Q1 | $89.7M | Sell |
378,466
-46,192
| -11% | -$11M | 0.51% | 47 |
|
|
2019
Q4 | $134M | Buy |
424,658
+14,776
| +4% | +$4.67M | 0.61% | 37 |
|
|
2019
Q3 | $113M | Buy |
409,882
+24,085
| +6% | +$6.65M | 0.59% | 40 |
|
|
2019
Q2 | $111M | Sell |
385,797
-1,781
| -0.5% | -$513K | 0.61% | 36 |
|
|
2019
Q1 | $117M | Buy |
387,578
+68,559
| +21% | +$20.6M | 0.61% | 37 |
|
|
2018
Q4 | $81.1M | Buy |
319,019
+11,206
| +4% | +$2.85M | 0.49% | 49 |
|
|
2018
Q3 | $75.9M | Sell |
307,813
-37,973
| -11% | -$9.37M | 0.37% | 66 |
|
|
2018
Q2 | $83.9M | Buy |
+345,786
| New | +$83.9M | 0.47% | 51 |
|
|
2018
Q1 | – | Sell |
-300,739
| Closed | -$77.3M | – | 1294 |
|
|
2017
Q4 | $77.3M | Buy |
300,739
+1,512
| +0.5% | +$388K | 0.51% | 48 |
|
|
2017
Q3 | $72.6M | Buy |
299,227
+3,713
| +1% | +$901K | 0.52% | 49 |
|
|
2017
Q2 | $68.9M | Buy |
295,514
+2,859
| +1% | +$666K | 0.52% | 49 |
|
|
2017
Q1 | $64.1M | Buy |
292,655
+9,564
| +3% | +$2.09M | 0.5% | 52 |
|
|
2016
Q4 | $50M | Buy |
283,091
+4,294
| +2% | +$759K | 0.44% | 62 |
|
|
2016
Q3 | $48.1M | Buy |
278,797
+10,824
| +4% | +$1.87M | 0.45% | 62 |
|
|
2016
Q2 | $41.6M | Buy |
267,973
+37,620
| +16% | +$5.85M | 0.4% | 67 |
|
|
2016
Q1 | $35.6M | Buy |
230,353
+31,071
| +16% | +$4.8M | 0.34% | 82 |
|
|
2015
Q4 | $28.9M | Sell |
199,282
-872
| -0.4% | -$127K | 0.3% | 90 |
|
|
2015
Q3 | $25M | Buy |
200,154
+14,365
| +8% | +$1.8M | 0.31% | 91 |
|
|
2015
Q2 | $24.7M | Buy |
185,789
+13,815
| +8% | +$1.84M | 0.28% | 101 |
|
|
2015
Q1 | $21.8M | Buy |
171,974
+759
| +0.4% | +$96.4K | 0.25% | 108 |
|
|
2014
Q4 | $17.2M | Buy |
171,215
+20,726
| +14% | +$2.08M | 0.21% | 121 |
|
|
2014
Q3 | $13.1M | Buy |
150,489
+1,191
| +0.8% | +$104K | 0.17% | 137 |
|
|
2014
Q2 | $10.8M | Buy |
149,298
+550
| +0.4% | +$39.6K | 0.18% | 131 |
|
|
2014
Q1 | $9.58M | Buy |
148,748
+4,433
| +3% | +$286K | 0.18% | 135 |
|
|
2013
Q4 | $7.63M | Buy |
144,315
+12,029
| +9% | +$636K | 0.15% | 153 |
|
|
2013
Q3 | $5.7M | Sell |
132,286
-13,129
| -9% | -$566K | 0.13% | 172 |
|
|
2013
Q2 | $5.44M | Buy |
+145,415
| New | +$5.44M | 0.13% | 160 |
|