J.W. Cole Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.1M | Buy |
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|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $7.85M | Buy |
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|
2024
Q4 | $8.51M | Buy |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $4.96M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $980K | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $679K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $756K | Buy |
|