Jeppson Wealth 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 | $3.66M | Buy |
13,289
+48
| +0.4% | +$13.2K | 1.27% | 16 |
|
|
2025
Q1 | $2.22M | Buy |
13,241
+599
| +5% | +$100K | 0.81% | 28 |
|
|
2024
Q4 | $2.93M | Sell |
12,642
-132
| -1% | -$30.6K | 1.06% | 18 |
|
|
2024
Q3 | $2.2M | Buy |
12,774
+134
| +1% | +$23.1K | 0.79% | 29 |
|
|
2024
Q2 | $2.03M | Sell |
12,640
-20
| -0.2% | -$3.21K | 0.77% | 29 |
|
|
2024
Q1 | $1.68M | Sell |
12,660
-170
| -1% | -$22.5K | 0.65% | 39 |
|
|
2023
Q4 | $1.43M | Buy |
12,830
+990
| +8% | +$111K | 0.59% | 46 |
|
|
2023
Q3 | $983K | Sell |
11,840
-70
| -0.6% | -$5.81K | 0.45% | 59 |
|
|
2023
Q2 | $1.03M | Sell |
11,910
-480
| -4% | -$41.6K | 0.45% | 59 |
|
|
2023
Q1 | $795K | Sell |
12,390
-150
| -1% | -$9.62K | 0.35% | 70 |
|
|
2022
Q4 | $701K | Buy |
12,540
+4,050
| +48% | +$226K | 0.29% | 78 |
|
|
2022
Q3 | $377K | Buy |
+8,490
| New | +$377K | 0.17% | 121 |
|
|
2020
Q4 | – | Sell |
-630
| Closed | -$23K | – | 154 |
|
|
2020
Q3 | $23K | Buy |
+630
| New | +$23K | 0.02% | 316 |
|