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