Jones Financial Companies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374M | Buy |
1,384,762
+186,583
| +16% | +$50.5M | 0.28% | 40 |
|
|
2025
Q1 | $202M | Buy |
1,198,179
+236,192
| +25% | +$39.9M | 0.18% | 49 |
|
|
2024
Q4 | $223M | Buy |
961,987
+222,918
| +30% | +$51.7M | 0.21% | 47 |
|
|
2024
Q3 | $128M | Buy |
739,069
+687,088
| +1,322% | +$119M | 0.13% | 53 |
|
|
2024
Q2 | $83.5M | Buy |
51,981
+16,849
| +48% | +$27.1M | 0.1% | 55 |
|
|
2024
Q1 | $46.6M | Buy |
35,132
+2,877
| +9% | +$3.81M | 0.06% | 57 |
|
|
2023
Q4 | $36M | Sell |
32,255
-382
| -1% | -$426K | 0.05% | 54 |
|
|
2023
Q3 | $27.1M | Sell |
32,637
-3,031
| -8% | -$2.52M | 0.04% | 55 |
|
|
2023
Q2 | $30.9M | Sell |
35,668
-2,242
| -6% | -$1.94M | 0.05% | 53 |
|
|
2023
Q1 | $24.3M | Sell |
37,910
-1,347
| -3% | -$864K | 0.04% | 60 |
|
|
2022
Q4 | $21.9M | Buy |
39,257
+1,096
| +3% | +$613K | 0.04% | 61 |
|
|
2022
Q3 | $16.9M | Sell |
38,161
-384
| -1% | -$171K | 0.03% | 61 |
|
|
2022
Q2 | $18.7M | Sell |
38,545
-1,206
| -3% | -$586K | 0.03% | 60 |
|
|
2022
Q1 | $25M | Sell |
39,751
-64
| -0.2% | -$40.3K | 0.04% | 58 |
|
|
2021
Q4 | $26.5M | Sell |
39,815
-117
| -0.3% | -$77.9K | 0.04% | 58 |
|
|
2021
Q3 | $19.4M | Buy |
39,932
+189
| +0.5% | +$91.7K | 0.03% | 65 |
|
|
2021
Q2 | $19M | Buy |
39,743
+1,620
| +4% | +$772K | 0.03% | 66 |
|
|
2021
Q1 | $17.7M | Buy |
38,123
+2,194
| +6% | +$1.02M | 0.03% | 69 |
|
|
2020
Q4 | $15.7M | Buy |
35,929
+3,936
| +12% | +$1.72M | 0.03% | 67 |
|
|
2020
Q3 | $11.7M | Buy |
31,993
+11,381
| +55% | +$4.15M | 0.02% | 77 |
|
|
2020
Q2 | $6.51M | Buy |
20,612
+1,388
| +7% | +$438K | 0.01% | 101 |
|
|
2020
Q1 | $4.56M | Buy |
19,224
+11,967
| +165% | +$2.84M | 0.01% | 109 |
|
|
2019
Q4 | $2.29M | Buy |
7,257
+1,604
| +28% | +$507K | ﹤0.01% | 127 |
|
|
2019
Q3 | $1.56M | Buy |
5,653
+67
| +1% | +$18.5K | ﹤0.01% | 135 |
|
|
2019
Q2 | $1.61M | Buy |
5,586
+5
| +0.1% | +$1.44K | ﹤0.01% | 134 |
|
|
2019
Q1 | $1.68M | Sell |
5,581
-735
| -12% | -$221K | ﹤0.01% | 131 |
|
|
2018
Q4 | $1.61M | Sell |
6,316
-91
| -1% | -$23.1K | ﹤0.01% | 133 |
|
|
2018
Q3 | $1.58M | Sell |
6,407
-142
| -2% | -$35K | ﹤0.01% | 129 |
|
|
2018
Q2 | $1.59M | Sell |
6,549
-733
| -10% | -$178K | ﹤0.01% | 130 |
|
|
2018
Q1 | $1.72M | Sell |
7,282
-911
| -11% | -$215K | ﹤0.01% | 128 |
|
|
2017
Q4 | $2.11M | Sell |
8,193
-680
| -8% | -$175K | 0.01% | 130 |
|
|
2017
Q3 | $2.15M | Sell |
8,873
-827
| -9% | -$201K | 0.01% | 130 |
|
|
2017
Q2 | $2.26M | Sell |
9,700
-4
| -0% | -$932 | 0.01% | 128 |
|
|
2017
Q1 | $2.13M | Buy |
9,704
+3,831
| +65% | +$839K | 0.01% | 123 |
|
|
2016
Q4 | $1.04M | Buy |
5,873
+2,753
| +88% | +$487K | ﹤0.01% | 144 |
|
|
2016
Q3 | $539K | Buy |
3,120
+166
| +6% | +$28.7K | ﹤0.01% | 168 |
|
|
2016
Q2 | $459K | Sell |
2,954
-387
| -12% | -$60.1K | ﹤0.01% | 177 |
|
|
2016
Q1 | $517K | Buy |
+3,341
| New | +$517K | ﹤0.01% | 167 |
|
|
2013
Q4 | – | Sell |
-695
| Closed | -$30K | – | 243 |
|
|
2013
Q3 | $30K | Hold |
695
| – | – | ﹤0.01% | 370 |
|
|
2013
Q2 | $26K | Buy |
+695
| New | +$26K | ﹤0.01% | 415 |
|