Jackson Wealth Management’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 | $55.9M | Sell |
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|
2025
Q2 | $46.9M | Sell |
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|
2025
Q1 | $29.4M | Sell |
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|
2024
Q4 | $42M | Sell |
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|
2024
Q3 | $31.4M | Buy |
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|
2024
Q2 | $17M | Sell |
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|
2024
Q1 | $24.3M | Buy |
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|
2023
Q4 | $20M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.63M | Sell |
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|
2022
Q3 | $9.55M | Buy |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $9.07M | Buy |
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|
2021
Q4 | $7.38M | Buy |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $5.27M | Sell |
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|
2021
Q1 | $5.15M | Sell |
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|
2020
Q4 | $4.89M | Sell |
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|
2020
Q3 | $4.12M | Buy |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $2.82M | Buy |
|