Johnson Financial Group LLC (Colorado)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,618
| Closed | -$271K | – | 79 |
|
2025
Q1 | $271K | Buy |
+1,618
| New | +$271K | 0.03% | 75 |
|
2018
Q1 | – | Sell |
-8,150
| Closed | -$209K | – | 68 |
|
2017
Q4 | $209K | Sell |
8,150
-2,300
| -22% | -$59K | 0.16% | 76 |
|
2017
Q3 | $253K | Sell |
10,450
-380
| -4% | -$9.2K | 0.21% | 57 |
|
2017
Q2 | $252K | Buy |
10,830
+480
| +5% | +$11.2K | 0.21% | 50 |
|
2017
Q1 | $227K | Sell |
10,350
-8,550
| -45% | -$188K | 0.26% | 49 |
|
2016
Q4 | $334K | Buy |
+18,900
| New | +$334K | 0.27% | 52 |
|