JGP 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 | $957K | Buy |
3,471
+201
| +6% | +$55.4K | 0.12% | 100 |
|
|
2025
Q1 | $548K | Buy |
3,270
+107
| +3% | +$17.9K | 0.07% | 118 |
|
|
2024
Q4 | $733K | Buy |
3,163
+303
| +11% | +$70.2K | 0.09% | 113 |
|
|
2024
Q3 | $493K | Buy |
2,860
+480
| +20% | +$82.8K | 0.06% | 128 |
|
|
2024
Q2 | $382K | Sell |
2,380
-1,810
| -43% | -$291K | 0.05% | 133 |
|
|
2024
Q1 | $556K | Sell |
4,190
-10
| -0.2% | -$1.33K | 0.08% | 117 |
|
|
2023
Q4 | $469K | Buy |
4,200
+50
| +1% | +$5.58K | 0.07% | 118 |
|
|
2023
Q3 | $345K | Buy |
4,150
+10
| +0.2% | +$831 | 0.06% | 127 |
|
|
2023
Q2 | $359K | Buy |
+4,140
| New | +$359K | 0.06% | 123 |
|
|
2022
Q1 | – | Sell |
-5,240
| Closed | -$337K | – | 160 |
|
|
2021
Q4 | $337K | Buy |
5,240
+60
| +1% | +$3.86K | 0.06% | 129 |
|
|
2021
Q3 | $251K | Buy |
5,180
+250
| +5% | +$12.1K | 0.05% | 140 |
|
|
2021
Q2 | $235K | Hold |
4,930
| – | – | 0.05% | 147 |
|
|
2021
Q1 | $229K | Hold |
4,930
| – | – | 0.05% | 139 |
|
|
2020
Q4 | $232K | Buy |
+4,930
| New | +$232K | 0.05% | 135 |
|