Jacobsen Capital 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 | $2.55M | Buy |
9,248
+926
| +11% | +$255K | 0.94% | 17 |
|
|
2025
Q1 | $1.39M | Buy |
8,322
+193
| +2% | +$32.3K | 0.61% | 19 |
|
|
2024
Q4 | $1.88M | Buy |
8,129
+137
| +2% | +$31.8K | 0.8% | 18 |
|
|
2024
Q3 | $1.38M | Buy |
7,992
+192
| +2% | +$33.1K | 0.58% | 17 |
|
|
2024
Q2 | $1.25M | Buy |
7,800
+340
| +5% | +$54.6K | 0.56% | 18 |
|
|
2024
Q1 | $989K | Buy |
7,460
+90
| +1% | +$11.9K | 0.46% | 19 |
|
|
2023
Q4 | $823K | Hold |
7,370
| – | – | 0.42% | 24 |
|
|
2023
Q3 | $612K | Sell |
7,370
-220
| -3% | -$18.3K | 0.33% | 31 |
|
|
2023
Q2 | $658K | Buy |
7,590
+790
| +12% | +$68.5K | 0.34% | 30 |
|
|
2023
Q1 | $436K | Buy |
+6,800
| New | +$436K | 0.23% | 43 |
|