Buckley Wealth Management’s Broadcom AVGO Stock Holding History

Buckley Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.12M	Sell	11,320 -197	-2%	-$54.3K	0.93%	21
2025 Q1	$1.93M	Sell	11,517 -1,221	-10%	-$204K	0.6%	29
2024 Q4	$2.95M	Sell	12,738 -10	-0.1%	-$2.32K	0.9%	21
2024 Q3	$2.2M	Buy	12,748 +2,288	+22%	+$395K	0.68%	30
2024 Q2	$1.68M	Sell	10,460 -1,070	-9%	-$172K	0.53%	33
2024 Q1	$1.53M	Buy	11,530 +80	+0.7%	+$10.6K	0.49%	35
2023 Q4	$1.28M	Sell	11,450 -650	-5%	-$72.6K	0.44%	35
2023 Q3	$1.01M	Sell	12,100 -3,500	-22%	-$291K	0.38%	46
2023 Q2	$1.35M	Sell	15,600 -1,570	-9%	-$136K	0.46%	39
2023 Q1	$1.1M	Sell	17,170 -690	-4%	-$44.3K	0.41%	40
2022 Q4	$999K	Buy	17,860 +30	+0.2%	+$1.68K	0.36%	45
2022 Q3	$792K	Buy	17,830 +1,380	+8%	+$61.3K	0.29%	59
2022 Q2	$799K	Buy	16,450 +300	+2%	+$14.6K	0.26%	70
2022 Q1	$1.02M	Sell	16,150 -5,050	-24%	-$318K	0.28%	64
2021 Q4	$1.41M	Sell	21,200 -10,000	-32%	-$666K	0.41%	44
2021 Q3	$1.51M	Buy	31,200 +2,840	+10%	+$138K	0.49%	37
2021 Q2	$1.35M	Buy	28,360 +6,340	+29%	+$302K	0.46%	39
2021 Q1	$1.02M	Sell	22,020 -100	-0.5%	-$4.64K	0.38%	46
2020 Q4	$969K	Sell	22,120 -1,790	-7%	-$78.4K	0.4%	44
2020 Q3	$871K	Sell	23,910 -250	-1%	-$9.11K	0.39%	46
2020 Q2	$763K	Sell	24,160 -100	-0.4%	-$3.16K	0.35%	54
2020 Q1	$575K	Buy	24,260 +250	+1%	+$5.93K	0.31%	64
2019 Q4	$759K	Sell	24,010 -2,000	-8%	-$63.2K	0.34%	51
2019 Q3	$718K	Buy	26,010 +100	+0.4%	+$2.76K	0.35%	53
2019 Q2	$746K	Sell	25,910 -400	-2%	-$11.5K	0.35%	53
2019 Q1	$791K	Sell	26,310 -750	-3%	-$22.5K	0.37%	47
2018 Q4	$688K	Buy	27,060 +120	+0.4%	+$3.05K	0.35%	53
2018 Q3	$665K	Sell	26,940 -2,930	-10%	-$72.3K	0.29%	73
2018 Q2	$725K	Buy	29,870 +800	+3%	+$19.4K	0.34%	60
2018 Q1	$685K	Sell	29,070 -2,430	-8%	-$57.3K	0.34%	68
2017 Q4	$809K	Buy	+31,500	New	+$809K	0.41%	52