BSW
Buckingham Strategic Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.3M | Sell |
7,013
-158
| -2% | -$254K | 0.12% | 89 |
|
|
2024
Q1 | $9.5M | Sell |
7,171
-2,432
| -25% | -$3.22M | 0.1% | 99 |
|
|
2023
Q4 | $10.7M | Sell |
9,603
-561
| -6% | -$626K | 0.13% | 95 |
|
|
2023
Q3 | $8.44M | Buy |
10,164
+78
| +0.8% | +$64.8K | 0.12% | 96 |
|
|
2023
Q2 | $8.75M | Buy |
10,086
+4,790
| +90% | +$4.16M | 0.12% | 93 |
|
|
2023
Q1 | $2.96M | Hold |
5,296
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $2.96M | Sell |
5,296
-247
| -4% | -$138K | 0.05% | 149 |
|
|
2022
Q3 | $2.46M | Buy |
5,543
+216
| +4% | +$95.9K | 0.05% | 153 |
|
|
2022
Q2 | $2.59M | Buy |
5,327
+200
| +4% | +$97.2K | 0.05% | 158 |
|
|
2022
Q1 | $3.23M | Buy |
5,127
+101
| +2% | +$63.6K | 0.06% | 139 |
|
|
2021
Q4 | $3.34M | Sell |
5,026
-59
| -1% | -$39.3K | 0.06% | 135 |
|
|
2021
Q3 | $2.47M | Sell |
5,085
-24
| -0.5% | -$11.6K | 0.05% | 153 |
|
|
2021
Q2 | $2.44M | Sell |
5,109
-72
| -1% | -$34.3K | 0.06% | 152 |
|
|
2021
Q1 | $2.4M | Sell |
5,181
-379
| -7% | -$176K | 0.12% | 137 |
|
|
2020
Q4 | $2.43M | Buy |
5,560
+2,678
| +93% | +$1.17M | 0.13% | 134 |
|
|
2020
Q3 | $1.05M | Sell |
2,882
-400
| -12% | -$146K | 0.08% | 172 |
|
|
2020
Q2 | $1.04M | Sell |
3,282
-917
| -22% | -$289K | 0.1% | 146 |
|
|
2020
Q1 | $996K | Buy |
4,199
+795
| +23% | +$189K | 0.1% | 163 |
|
|
2019
Q4 | $1.08M | Buy |
3,404
+1,291
| +61% | +$408K | 0.1% | 148 |
|
|
2019
Q3 | $583K | Sell |
2,113
-522
| -20% | -$144K | 0.06% | 210 |
|
|
2019
Q2 | $759K | Buy |
2,635
+308
| +13% | +$88.7K | 0.08% | 179 |
|
|
2019
Q1 | $700K | Buy |
2,327
+1,133
| +95% | +$341K | 0.09% | 172 |
|
|
2018
Q4 | $304K | Sell |
1,194
-29
| -2% | -$7.38K | 0.05% | 261 |
|
|
2018
Q3 | $302K | Sell |
1,223
-69
| -5% | -$17K | 0.05% | 268 |
|
|
2018
Q2 | $314K | Sell |
1,292
-233
| -15% | -$56.6K | 0.05% | 254 |
|
|
2018
Q1 | $359K | Sell |
1,525
-262
| -15% | -$61.7K | 0.07% | 209 |
|
|
2017
Q4 | $459K | Buy |
+1,787
| New | +$459K | 0.1% | 175 |
|