JFS Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
2,883
+150
| +5% | +$41.3K | 0.05% | 171 |
|
|
2025
Q1 | $458K | Buy |
2,733
+87
| +3% | +$14.6K | 0.03% | 207 |
|
|
2024
Q4 | $614K | Buy |
2,646
+179
| +7% | +$41.5K | 0.04% | 174 |
|
|
2024
Q3 | $426K | Sell |
2,467
-33
| -1% | -$5.69K | 0.03% | 212 |
|
|
2024
Q2 | $402K | Sell |
2,500
-260
| -9% | -$41.8K | 0.03% | 164 |
|
|
2024
Q1 | $366K | Buy |
2,760
+270
| +11% | +$35.8K | 0.03% | 181 |
|
|
2023
Q4 | $278K | Buy |
2,490
+900
| +57% | +$100K | 0.02% | 200 |
|
|
2023
Q3 | $132K | Buy |
1,590
+120
| +8% | +$9.97K | 0.01% | 256 |
|
|
2023
Q2 | $128K | Buy |
1,470
+50
| +4% | +$4.34K | 0.01% | 250 |
|
|
2023
Q1 | $91.1K | Buy |
1,420
+690
| +95% | +$44.3K | 0.01% | 288 |
|
|
2022
Q4 | $40.8K | Buy |
730
+70
| +11% | +$3.91K | ﹤0.01% | 396 |
|
|
2022
Q3 | $29K | Sell |
660
-410
| -38% | -$18K | ﹤0.01% | 484 |
|
|
2022
Q2 | $52K | Sell |
1,070
-240
| -18% | -$11.7K | 0.01% | 390 |
|
|
2022
Q1 | $82K | Buy |
1,310
+680
| +108% | +$42.6K | 0.01% | 331 |
|
|
2021
Q4 | $42K | Sell |
630
-250
| -28% | -$16.7K | ﹤0.01% | 448 |
|
|
2021
Q3 | $43K | Buy |
+880
| New | +$43K | ﹤0.01% | 436 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$4K | – | 457 |
|
|
2018
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 463 |
|
|
2015
Q1 | – | Sell |
-1,200
| Closed | -$12K | – | 506 |
|
|
2014
Q4 | $12K | Buy |
+1,200
| New | +$12K | ﹤0.01% | 352 |
|