JWM
JPL Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
47,364
-2,413
| -5% | -$665K | 3.52% | 3 |
|
|
2025
Q1 | $8.33M | Sell |
49,777
-8,325
| -14% | -$1.39M | 2.38% | 5 |
|
|
2024
Q4 | $13.5M | Buy |
+58,102
| New | +$13.5M | 3.86% | 2 |
|
|
2024
Q2 | $7.41M | Buy |
4,613
+561
| +14% | +$901K | 3.63% | 2 |
|
|
2024
Q1 | $5.37M | Buy |
4,052
+522
| +15% | +$692K | 2.96% | 2 |
|
|
2023
Q4 | $3.94M | Buy |
+3,530
| New | +$3.94M | 2.84% | 2 |
|