JWM
Jackson Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9M | Sell |
170,007
-5,809
| -3% | -$1.6M | 5.1% | 4 |
|
|
2025
Q1 | $29.4M | Sell |
175,816
-5,398
| -3% | -$904K | 3.58% | 6 |
|
|
2024
Q4 | $42M | Sell |
181,214
-913
| -0.5% | -$212K | 4.76% | 5 |
|
|
2024
Q3 | $31.4M | Buy |
182,127
+171,559
| +1,623% | +$29.6M | 3.75% | 7 |
|
|
2024
Q2 | $17M | Sell |
10,568
-7,744
| -42% | -$12.4M | 3.64% | 6 |
|
|
2024
Q1 | $24.3M | Buy |
18,312
+386
| +2% | +$512K | 3.03% | 7 |
|
|
2023
Q4 | $20M | Buy |
17,926
+194
| +1% | +$217K | 2.63% | 7 |
|
|
2023
Q3 | $14.7M | Buy |
17,732
+301
| +2% | +$250K | 2.11% | 8 |
|
|
2023
Q2 | $15.1M | Buy |
+17,431
| New | +$15.1M | 2.22% | 8 |
|
|
2023
Q1 | – | Sell |
-8,273
| Closed | -$4.63M | – | 135 |
|
|
2022
Q4 | $4.63M | Sell |
8,273
-13,234
| -62% | -$7.4M | 1.7% | 21 |
|
|
2022
Q3 | $9.55M | Buy |
21,507
+15,709
| +271% | +$6.97M | 1.88% | 13 |
|
|
2022
Q2 | $2.82M | Sell |
5,798
-8,605
| -60% | -$4.18M | 1.31% | 22 |
|
|
2022
Q1 | $9.07M | Buy |
14,403
+3,315
| +30% | +$2.09M | 1.26% | 22 |
|
|
2021
Q4 | $7.38M | Buy |
11,088
+30
| +0.3% | +$20K | 0.93% | 32 |
|
|
2021
Q3 | $121K | Buy |
11,058
+8
| +0.1% | +$88 | 1.47% | 15 |
|
|
2021
Q2 | $5.27M | Sell |
11,050
-67
| -0.6% | -$31.9K | 0.67% | 43 |
|
|
2021
Q1 | $5.15M | Sell |
11,117
-49
| -0.4% | -$22.7K | 0.77% | 38 |
|
|
2020
Q4 | $4.89M | Sell |
11,166
-143
| -1% | -$62.6K | 0.67% | 40 |
|
|
2020
Q3 | $4.12M | Buy |
11,309
+469
| +4% | +$171K | 0.62% | 43 |
|
|
2020
Q2 | $3.42M | Buy |
10,840
+611
| +6% | +$193K | 0.61% | 43 |
|
|
2020
Q1 | $2.82M | Buy |
+10,229
| New | +$2.82M | 0.59% | 38 |
|