JGP Wealth Management’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 | $1.18M | Buy |
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|
2025
Q2 | $957K | Buy |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $232K | Buy |
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