Jackson Thornton Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
4,483
+279
| +7% | +$75.8K | 0.14% | 36 |
|
|
2025
Q1 | $719K | Buy |
4,204
+63
| +2% | +$10.8K | 0.1% | 43 |
|
|
2024
Q4 | $960K | Buy |
4,141
+797
| +24% | +$185K | 0.12% | 38 |
|
|
2024
Q3 | $577K | Sell |
3,344
-156
| -4% | -$26.9K | 0.08% | 39 |
|
|
2024
Q2 | $562K | Sell |
3,500
-30
| -0.8% | -$4.82K | 0.09% | 37 |
|
|
2024
Q1 | $468K | Hold |
3,530
| – | – | 0.08% | 34 |
|
|
2023
Q4 | $394K | Buy |
3,530
+410
| +13% | +$45.8K | 0.07% | 35 |
|
|
2023
Q3 | $259K | Hold |
3,120
| – | – | 0.05% | 35 |
|
|
2023
Q2 | $271K | Buy |
+3,120
| New | +$271K | 0.05% | 35 |
|