JWWM
Johnson & White Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
16,394
-502
| -3% | -$138K | 2.28% | 13 |
|
|
2025
Q1 | $2.83M | Sell |
16,896
-238
| -1% | -$39.9K | 1.59% | 19 |
|
|
2024
Q4 | $3.98M | Sell |
17,134
-250
| -1% | -$58K | 2.41% | 14 |
|
|
2024
Q3 | $3M | Buy |
17,384
+15,608
| +879% | +$2.69M | 2.58% | 15 |
|
|
2024
Q2 | $2.85M | Buy |
1,776
+196
| +12% | +$315K | 2.72% | 14 |
|
|
2024
Q1 | $2.09M | Buy |
1,580
+125
| +9% | +$166K | 1.52% | 19 |
|
|
2023
Q4 | $1.62M | Buy |
1,455
+59
| +4% | +$65.9K | 1.35% | 24 |
|
|
2023
Q3 | $1.16M | Sell |
1,396
-34
| -2% | -$28.3K | 1.05% | 27 |
|
|
2023
Q2 | $1.24M | Sell |
1,430
-17
| -1% | -$14.7K | 1.7% | 16 |
|
|
2023
Q1 | $928K | Buy |
+1,447
| New | +$928K | 0.83% | 32 |
|
|
2022
Q4 | – | Sell |
-1,265
| Closed | -$561K | – | 81 |
|
|
2022
Q3 | $561K | Buy |
+1,265
| New | +$561K | 0.63% | 36 |
|