JFS Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $91.1K | Buy |
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|
2022
Q4 | $40.8K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $52K | Sell |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $42K | Sell |
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|
2021
Q3 | $43K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $12K | Buy |
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