J.W. Burns & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
16,385
+5,430
| +50% | +$1.5M | 0.55% | 45 |
|
|
2025
Q1 | $1.83M | Buy |
10,955
+1,775
| +19% | +$297K | 0.24% | 75 |
|
|
2024
Q4 | $2.13M | Buy |
9,180
+2,190
| +31% | +$508K | 0.27% | 69 |
|
|
2024
Q3 | $1.21M | Buy |
6,990
+5,060
| +262% | +$873K | 0.16% | 88 |
|
|
2024
Q2 | $310K | Hold |
1,930
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $256K | Buy |
1,930
+20
| +1% | +$2.65K | 0.04% | 171 |
|
|
2023
Q4 | $213K | Buy |
+1,910
| New | +$213K | 0.03% | 176 |
|