JBR Co Financial 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
$628K Buy
2,279
+30
+1% +$8.27K 0.31% 62
2025
Q1
$377K Buy
2,249
+312
+16% +$52.2K 0.22% 80
2024
Q4
$449K Buy
1,937
+60
+3% +$13.9K 0.27% 70
2024
Q3
$324K Sell
1,877
-23
-1% -$3.97K 0.21% 82
2024
Q2
$305K Buy
1,900
+190
+11% +$30.5K 0.21% 77
2024
Q1
$227K Buy
+1,710
New +$227K 0.18% 89