Jackson Grant Investment Advisers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
2,344
+61
| +3% | +$16.8K | 0.24% | 58 |
|
|
2025
Q1 | $382K | Buy |
2,283
+49
| +2% | +$8.2K | 0.15% | 76 |
|
|
2024
Q4 | $518K | Sell |
2,234
-99
| -4% | -$23K | 0.2% | 62 |
|
|
2024
Q3 | $403K | Buy |
2,333
+3
| +0.1% | +$518 | 0.15% | 74 |
|
|
2024
Q2 | $374K | Buy |
2,330
+550
| +31% | +$88.4K | 0.15% | 75 |
|
|
2024
Q1 | $236K | Buy |
1,780
+690
| +63% | +$91.5K | 0.1% | 98 |
|
|
2023
Q4 | $122K | Sell |
1,090
-40
| -4% | -$4.47K | 0.05% | 131 |
|
|
2023
Q3 | $93.9K | Sell |
1,130
-70
| -6% | -$5.81K | 0.05% | 136 |
|
|
2023
Q2 | $104K | Sell |
1,200
-4,480
| -79% | -$389K | 0.05% | 134 |
|
|
2023
Q1 | $364K | Buy |
5,680
+190
| +3% | +$12.2K | 0.17% | 76 |
|
|
2022
Q4 | $307K | Hold |
5,490
| – | – | 0.15% | 78 |
|
|
2022
Q3 | $244K | Hold |
5,490
| – | – | 0.13% | 81 |
|
|
2022
Q2 | $267K | Buy |
5,490
+330
| +6% | +$16K | 0.13% | 83 |
|
|
2022
Q1 | $325K | Sell |
5,160
-140
| -3% | -$8.82K | 0.14% | 85 |
|
|
2021
Q4 | $353K | Hold |
5,300
| – | – | 0.18% | 67 |
|
|
2021
Q3 | $257K | Hold |
5,300
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $253K | Hold |
5,300
| – | – | 0.11% | 90 |
|
|
2021
Q1 | $246K | Buy |
+5,300
| New | +$246K | 0.11% | 91 |
|
|
2019
Q1 | – | Sell |
-310
| Closed | -$8K | – | 228 |
|
|
2018
Q4 | $8K | Buy |
+310
| New | +$8K | 0.01% | 203 |
|