JNBA Financial 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 | $35.8K | Hold |
130
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $21.8K | Hold |
130
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $30.1K | Hold |
130
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $22.4K | Hold |
130
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $20.9K | Hold |
130
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $17.2K | Hold |
130
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $14.5K | Buy |
130
+80
| +160% | +$8.93K | ﹤0.01% | 425 |
|
|
2023
Q3 | $4.15K | Sell |
50
-50
| -50% | -$4.15K | ﹤0.01% | 563 |
|
|
2023
Q2 | $8.68K | Sell |
100
-90
| -47% | -$7.81K | ﹤0.01% | 483 |
|
|
2023
Q1 | $12.2K | Buy |
190
+120
| +171% | +$7.7K | ﹤0.01% | 454 |
|
|
2022
Q4 | $3.91K | Hold |
70
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $3K | Sell |
70
-10
| -13% | -$429 | ﹤0.01% | 562 |
|
|
2022
Q2 | $4K | Sell |
80
-190
| -70% | -$9.5K | ﹤0.01% | 575 |
|
|
2022
Q1 | $17K | Sell |
270
-200
| -43% | -$12.6K | ﹤0.01% | 428 |
|
|
2021
Q4 | $31K | Buy |
470
+270
| +135% | +$17.8K | ﹤0.01% | 358 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 479 |
|
|
2016
Q4 | – | Sell |
-9,570
| Closed | -$165K | – | 548 |
|
|
2016
Q3 | $165K | Buy |
+9,570
| New | +$165K | 0.02% | 259 |
|
|
2013
Q4 | – | Sell |
-3,000
| Closed | -$13K | – | 437 |
|
|
2013
Q3 | $13K | Buy |
+3,000
| New | +$13K | 0.01% | 283 |
|