J.W. Coons Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
10,027
-1,054
| -10% | -$291K | 0.63% | 47 |
|
|
2025
Q1 | $1.86M | Sell |
11,081
-1,117
| -9% | -$187K | 0.49% | 57 |
|
|
2024
Q4 | $2.83M | Sell |
12,198
-901
| -7% | -$209K | 0.73% | 40 |
|
|
2024
Q3 | $2.26M | Sell |
13,099
-321
| -2% | -$55.4K | 0.56% | 48 |
|
|
2024
Q2 | $2.15M | Sell |
13,420
-160
| -1% | -$25.7K | 0.52% | 46 |
|
|
2024
Q1 | $1.8M | Sell |
13,580
-520
| -4% | -$68.9K | 0.41% | 55 |
|
|
2023
Q4 | $1.57M | Buy |
14,100
+690
| +5% | +$77K | 0.43% | 57 |
|
|
2023
Q3 | $1.11M | Buy |
13,410
+650
| +5% | +$54K | 0.32% | 77 |
|
|
2023
Q2 | $1.11M | Buy |
12,760
+170
| +1% | +$14.7K | 0.3% | 78 |
|
|
2023
Q1 | $808K | Buy |
12,590
+250
| +2% | +$16K | 0.23% | 101 |
|
|
2022
Q4 | $690K | Buy |
12,340
+1,750
| +17% | +$97.8K | 0.21% | 114 |
|
|
2022
Q3 | $470K | Sell |
10,590
-430
| -4% | -$19.1K | 0.18% | 135 |
|
|
2022
Q2 | $536K | Sell |
11,020
-1,600
| -13% | -$77.8K | 0.19% | 133 |
|
|
2022
Q1 | $793K | Sell |
12,620
-1,940
| -13% | -$122K | 0.24% | 113 |
|
|
2021
Q4 | $969K | Sell |
14,560
-1,200
| -8% | -$79.9K | 0.29% | 87 |
|
|
2021
Q3 | $763K | Buy |
15,760
+1,400
| +10% | +$67.8K | 0.26% | 97 |
|
|
2021
Q2 | $684K | Buy |
14,360
+2,330
| +19% | +$111K | 0.24% | 108 |
|
|
2021
Q1 | $557K | Buy |
12,030
+2,050
| +21% | +$94.9K | 0.2% | 128 |
|
|
2020
Q4 | $437K | Buy |
9,980
+2,410
| +32% | +$106K | 0.17% | 137 |
|
|
2020
Q3 | $277K | Buy |
+7,570
| New | +$277K | 0.12% | 158 |
|