JSAM
J. Safra Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
11,991
+1,315
| +12% | +$354K | 0.23% | 29 |
|
|
2025
Q1 | $1.79M | Buy |
10,676
+2,565
| +32% | +$429K | 0.15% | 35 |
|
|
2024
Q4 | $1.91M | Buy |
8,111
+3,530
| +77% | +$832K | 0.16% | 35 |
|
|
2024
Q3 | $791K | Buy |
4,581
+4,306
| +1,566% | +$744K | 0.08% | 34 |
|
|
2024
Q2 | $442K | Buy |
275
+208
| +310% | +$334K | 0.04% | 40 |
|
|
2024
Q1 | $88.8K | Sell |
67
-209
| -76% | -$277K | 0.01% | 67 |
|
|
2023
Q4 | $308K | Sell |
276
-69
| -20% | -$77K | 0.04% | 29 |
|
|
2023
Q3 | $287K | Hold |
345
| – | – | 0.04% | 28 |
|
|
2023
Q2 | $299K | Hold |
345
| – | – | 0.04% | 31 |
|
|
2023
Q1 | $221K | Hold |
345
| – | – | 0.04% | 37 |
|
|
2022
Q4 | $192K | Buy |
+345
| New | +$192K | 0.03% | 27 |
|
|
2022
Q2 | – | Sell |
-140
| Closed | – | – | 40 |
|
|
2022
Q1 | $0 | Buy |
+140
| New | – | ﹤0.01% | 53 |
|
|
2016
Q3 | – | Sell |
-976
| Closed | -$152K | – | 160 |
|
|
2016
Q2 | $152K | Buy |
+976
| New | +$152K | 0.25% | 40 |
|