Jackson Grant Investment Advisers’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 | $759K | Sell |
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|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $93.9K | Sell |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $253K | Hold |
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|
2021
Q1 | $246K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8K | Buy |
|