Boltwood Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $898K | Buy |
3,256
+843
| +35% | +$232K | 0.26% | 87 |
|
2025
Q1 | $404K | Buy |
2,413
+638
| +36% | +$107K | 0.12% | 133 |
|
2024
Q4 | $412K | Buy |
1,775
+75
| +4% | +$17.4K | 0.13% | 130 |
|
2024
Q3 | $293K | Buy |
1,700
+300
| +21% | +$51.8K | 0.09% | 145 |
|
2024
Q2 | $225K | Buy |
+1,400
| New | +$225K | 0.07% | 160 |
|
2020
Q1 | – | Sell |
-7,250
| Closed | -$229K | – | 128 |
|
2019
Q4 | $229K | Sell |
7,250
-1,250
| -15% | -$39.5K | 0.13% | 134 |
|
2019
Q3 | $235K | Hold |
8,500
| – | – | 0.15% | 125 |
|
2019
Q2 | $245K | Sell |
8,500
-1,490
| -15% | -$42.9K | 0.16% | 125 |
|
2019
Q1 | $300K | Sell |
9,990
-500
| -5% | -$15K | 0.2% | 115 |
|
2018
Q4 | $266K | Sell |
10,490
-1,490
| -12% | -$37.8K | 0.18% | 111 |
|
2018
Q3 | $295K | Sell |
11,980
-2,980
| -20% | -$73.4K | 0.18% | 118 |
|
2018
Q2 | $362K | Buy |
+14,960
| New | +$362K | 0.24% | 107 |
|