JWCA
J.W. Cole Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
72,136
+25,234
| +54% | +$6.96M | 0.42% | 33 |
|
|
2025
Q1 | $7.85M | Buy |
46,902
+10,194
| +28% | +$1.71M | 0.24% | 79 |
|
|
2024
Q4 | $8.51M | Buy |
36,708
+839
| +2% | +$195K | 0.34% | 53 |
|
|
2024
Q3 | $6.19M | Buy |
35,869
+32,781
| +1,062% | +$5.65M | 0.26% | 82 |
|
|
2024
Q2 | $4.96M | Buy |
3,088
+515
| +20% | +$827K | 0.23% | 90 |
|
|
2024
Q1 | $3.42M | Buy |
2,573
+150
| +6% | +$199K | 0.17% | 130 |
|
|
2023
Q4 | $2.7M | Buy |
2,423
+110
| +5% | +$123K | 0.16% | 145 |
|
|
2023
Q3 | $1.92M | Buy |
2,313
+509
| +28% | +$423K | 0.14% | 162 |
|
|
2023
Q2 | $1.57M | Sell |
1,804
-431
| -19% | -$374K | 0.11% | 201 |
|
|
2023
Q1 | $1.43M | Buy |
2,235
+92
| +4% | +$59K | 0.1% | 223 |
|
|
2022
Q4 | $1.2M | Sell |
2,143
-307
| -13% | -$172K | 0.09% | 236 |
|
|
2022
Q3 | $1.09M | Buy |
2,450
+78
| +3% | +$34.6K | 0.09% | 245 |
|
|
2022
Q2 | $1.15M | Sell |
2,372
-87
| -4% | -$42.3K | 0.09% | 238 |
|
|
2022
Q1 | $1.55M | Sell |
2,459
-33
| -1% | -$20.8K | 0.1% | 214 |
|
|
2021
Q4 | $1.66M | Buy |
2,492
+471
| +23% | +$313K | 0.11% | 206 |
|
|
2021
Q3 | $980K | Sell |
2,021
-1,025
| -34% | -$497K | 0.07% | 165 |
|
|
2021
Q2 | $1.45M | Sell |
3,046
-21
| -0.7% | -$10K | 0.11% | 208 |
|
|
2021
Q1 | $1.42M | Buy |
3,067
+653
| +27% | +$303K | 0.14% | 188 |
|
|
2020
Q4 | $1.06M | Buy |
2,414
+551
| +30% | +$241K | 0.11% | 218 |
|
|
2020
Q3 | $679K | Buy |
+1,863
| New | +$679K | 0.05% | 336 |
|
|
2020
Q1 | – | Sell |
-2,392
| Closed | -$756K | – | 129 |
|
|
2019
Q4 | $756K | Buy |
+2,392
| New | +$756K | 0.1% | 222 |
|