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