JWM
Janiczek Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $915K | Buy |
570
+20
| +4% | +$32.1K | 0.19% | 48 |
|
|
2024
Q1 | $730K | Buy |
550
+97
| +21% | +$129K | 0.16% | 64 |
|
|
2023
Q4 | $506K | Buy |
453
+48
| +12% | +$53.6K | 0.12% | 72 |
|
|
2023
Q3 | $336K | Buy |
405
+234
| +137% | +$194K | 0.09% | 91 |
|
|
2023
Q2 | $148K | Buy |
171
+24
| +16% | +$20.8K | 0.04% | 169 |
|
|
2023
Q1 | $91.1K | Sell |
147
-4
| -3% | -$2.48K | 0.03% | 230 |
|
|
2022
Q4 | $87.9K | Sell |
151
-12
| -7% | -$6.98K | 0.02% | 237 |
|
|
2022
Q3 | $71K | Buy |
163
+38
| +30% | +$16.6K | 0.02% | 257 |
|
|
2022
Q2 | $67K | Buy |
125
+12
| +11% | +$6.43K | 0.02% | 263 |
|
|
2022
Q1 | $71K | Buy |
113
+9
| +9% | +$5.66K | 0.02% | 252 |
|
|
2021
Q4 | $69K | Buy |
104
+38
| +58% | +$25.2K | 0.02% | 250 |
|
|
2021
Q3 | $32K | Buy |
66
+4
| +6% | +$1.94K | 0.01% | 366 |
|
|
2021
Q2 | $30K | Sell |
62
-17
| -22% | -$8.23K | 0.01% | 349 |
|
|
2021
Q1 | $37K | Buy |
79
+36
| +84% | +$16.9K | 0.01% | 283 |
|
|
2020
Q4 | $19K | Buy |
43
+20
| +87% | +$8.84K | 0.01% | 359 |
|
|
2020
Q3 | $8K | Buy |
23
+15
| +188% | +$5.22K | ﹤0.01% | 260 |
|
|
2020
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 132 |
|
|
2019
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 134 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 137 |
|
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 163 |
|
|
2019
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 137 |
|
|
2018
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 135 |
|
|
2018
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 123 |
|
|
2018
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 128 |
|