JPWM
Jamison Private Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
48,398
+1,019
| +2% | +$281K | 1.92% | 11 |
|
|
2025
Q1 | $7.93M | Sell |
47,379
-366
| -0.8% | -$61.3K | 1.21% | 31 |
|
|
2024
Q4 | $11.1M | Buy |
47,745
+756
| +2% | +$175K | 1.63% | 16 |
|
|
2024
Q3 | $8.11M | Buy |
46,989
+42,442
| +933% | +$7.32M | 1.23% | 28 |
|
|
2024
Q2 | $7.3M | Buy |
4,547
+79
| +2% | +$127K | 1.21% | 28 |
|
|
2024
Q1 | $5.92M | Buy |
4,468
+15
| +0.3% | +$19.9K | 1% | 35 |
|
|
2023
Q4 | $4.97M | Hold |
4,453
| – | – | 0.93% | 35 |
|
|
2023
Q3 | $3.7M | Buy |
+4,453
| New | +$3.7M | 0.76% | 41 |
|