JWM
Jupiter Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
23,105
+3,030
| +15% | +$937K | 3.61% | 8 |
|
|
2025
Q1 | $4.63M | Sell |
20,075
-6,206
| -24% | -$1.43M | 2.8% | 11 |
|
|
2024
Q4 | $6.09M | Buy |
26,281
+2,970
| +13% | +$689K | 3.05% | 8 |
|
|
2024
Q3 | $4.02M | Sell |
23,311
-1,310
| -5% | -$226K | 2.06% | 14 |
|
|
2024
Q2 | $3.96M | Buy |
24,621
+21,956
| +824% | +$3.53M | 2.1% | 14 |
|
|
2024
Q1 | $3.53M | Buy |
2,665
+39
| +1% | +$51.7K | 1.87% | 18 |
|
|
2023
Q4 | $2.93M | Buy |
2,626
+100
| +4% | +$112K | 1.72% | 18 |
|
|
2023
Q3 | $2.42M | Buy |
2,526
+529
| +26% | +$507K | 1.57% | 18 |
|
|
2023
Q2 | $1.73M | Buy |
1,997
+171
| +9% | +$148K | 1.49% | 19 |
|
|
2023
Q1 | $1.17M | Sell |
1,826
-650
| -26% | -$417K | 1.08% | 28 |
|
|
2022
Q4 | $1.38M | Hold |
2,476
| – | – | 1.34% | 26 |
|
|
2022
Q3 | $1.1M | Hold |
2,476
| – | – | 1.1% | 26 |
|
|
2022
Q2 | $1.2M | Sell |
2,476
-164
| -6% | -$79.6K | 1.1% | 26 |
|
|
2022
Q1 | $1.66M | Sell |
2,640
-1,010
| -28% | -$636K | 1.04% | 28 |
|
|
2021
Q4 | $2.43M | Buy |
3,650
+173
| +5% | +$115K | 1.26% | 25 |
|
|
2021
Q3 | $1.91M | Buy |
3,477
+572
| +20% | +$314K | 0.9% | 31 |
|
|
2021
Q2 | $1.41M | Sell |
2,905
-2,255
| -44% | -$1.09M | 0.68% | 39 |
|
|
2021
Q1 | $2.41M | Buy |
5,160
+225
| +5% | +$105K | 1.22% | 28 |
|
|
2020
Q4 | $2.16M | Buy |
4,935
+1,455
| +42% | +$637K | 1.32% | 23 |
|
|
2020
Q3 | $1.27M | Buy |
+3,480
| New | +$1.27M | 0.89% | 29 |
|