Affinity Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.68M | Sell |
8,669
-437
| -5% | -$144K | 1.68% | 14 |
|
|
2025
Q4 | $3.15M | Sell |
9,106
-928
| -9% | -$332K | 2.09% | 7 |
|
|
2025
Q3 | $3.31M | Sell |
10,034
-118
| -1% | -$36.2K | 2.24% | 7 |
|
|
2025
Q2 | $2.8M | Sell |
10,152
-1,095
| -10% | -$238K | 2.12% | 7 |
|
|
2025
Q1 | $1.88M | Sell |
11,247
-604
| -5% | -$128K | 1.53% | 13 |
|
|
2024
Q4 | $2.75M | Sell |
11,851
-1,265
| -10% | -$234K | 2.29% | 6 |
|
|
2024
Q3 | $2.26M | Sell |
13,116
-1,204
| -8% | -$193K | 1.55% | 15 |
|
|
2024
Q2 | $2.3M | Sell |
14,320
-1,440
| -9% | -$202K | 1.73% | 11 |
|
|
2024
Q1 | $2.09M | Sell |
15,760
-5,540
| -26% | -$686K | 1.52% | 18 |
|
|
2023
Q4 | $2.38M | Sell |
21,300
-2,360
| -10% | -$223K | 1.62% | 8 |
|
|
2023
Q3 | $1.97M | Sell |
23,660
-4,330
| -15% | -$375K | 1.27% | 15 |
|
|
2023
Q2 | $2.43M | Sell |
27,990
-8,620
| -24% | -$615K | 1.41% | 6 |
|
|
2023
Q1 | $2.35M | Sell |
36,610
-12,860
| -26% | -$774K | 1.26% | 15 |
|
|
2022
Q4 | $2.77M | Buy |
49,470
+20
| +0% | +$1K | 1.27% | 15 |
|
|
2022
Q3 | $2.2M | Sell |
49,450
-150
| -0.3% | -$7.66K | 1.14% | 21 |
|
|
2022
Q2 | $2.41M | Buy |
49,600
+700
| +1% | +$39.3K | 1.18% | 18 |
|
|
2022
Q1 | $3.08M | Buy |
48,900
+1,760
| +4% | +$105K | 1.26% | 15 |
|
|
2021
Q4 | $3.14M | Sell |
47,140
-690
| -1% | -$38.8K | 1.26% | 18 |
|
|
2021
Q3 | $2.32M | Buy |
47,830
+170
| +0.4% | +$8.27K | 1.04% | 28 |
|
|
2021
Q2 | $2.27M | Sell |
47,660
-3,520
| -7% | -$163K | 1.03% | 28 |
|
|
2021
Q1 | $2.37M | Buy |
51,180
+6,630
| +15% | +$307K | 0.87% | 44 |
|
|
2020
Q4 | $1.95M | Sell |
44,550
-4,520
| -9% | -$176K | 0.79% | 47 |
|
|
2020
Q3 | $1.79M | Sell |
49,070
-6,690
| -12% | -$224K | 0.78% | 47 |
|
|
2020
Q2 | $1.76M | Sell |
55,760
-18,840
| -25% | -$527K | 0.84% | 46 |
|
|
2020
Q1 | $1.77M | Buy |
74,600
+7,800
| +12% | +$220K | 0.9% | 42 |
|
|
2019
Q4 | $2.11M | Sell |
66,800
-52,780
| -44% | -$1.6M | 0.77% | 48 |
|
|
2019
Q3 | $3.3M | Sell |
119,580
-69,580
| -37% | -$1.98M | 1.04% | 42 |
|
|
2019
Q2 | $5.45M | Sell |
189,160
-96,380
| -34% | -$2.81M | 1.56% | 22 |
|
|
2019
Q1 | $8.59M | Sell |
285,540
-68,680
| -19% | -$1.86M | 1.76% | 17 |
|
|
2018
Q4 | $9.01M | Sell |
354,220
-39,160
| -10% | -$924K | 1.57% | 25 |
|
|
2018
Q3 | $9.71M | Buy |
393,380
+70,150
| +22% | +$1.57M | 1.28% | 39 |
|
|
2018
Q2 | $7.84M | Sell |
323,230
-89,210
| -22% | -$2.19M | 1.11% | 40 |
|
|
2018
Q1 | $9.72M | Sell |
412,440
-3,730
| -0.9% | -$93.9K | 1.14% | 41 |
|
|
2017
Q4 | $10.7M | Sell |
416,170
-18,360
| -4% | -$477K | 1.21% | 39 |
|
|
2017
Q3 | $10.5M | Sell |
434,530
-5,340
| -1% | -$132K | 1.22% | 43 |
|
|
2017
Q2 | $10.3M | Sell |
439,870
-242,130
| -36% | -$5.62M | 1.22% | 43 |
|
|
2017
Q1 | $14.9M | Sell |
682,000
-17,000
| -2% | -$350K | 1.35% | 30 |
|
|
2016
Q4 | $12.4M | Sell |
699,000
-69,880
| -9% | -$1.21M | 1.16% | 37 |
|
|
2016
Q3 | $13.3M | Sell |
768,880
-303,880
| -28% | -$5.08M | 1.13% | 39 |
|
|
2016
Q2 | $16.7M | Buy |
1,072,760
+77,980
| +8% | +$1.19M | 1.23% | 28 |
|
|
2016
Q1 | $15.4M | Buy |
994,780
+219,520
| +28% | +$2.97M | 1.35% | 33 |
|
|
2015
Q4 | $11.3M | Buy |
775,260
+27,500
| +4% | +$357K | 0.97% | 46 |
|
|
2015
Q3 | $9.35M | Buy |
747,760
+226,080
| +43% | +$2.86M | 0.85% | 50 |
|
|
2015
Q2 | $6.93M | Sell |
521,680
-115,320
| -18% | -$1.51M | 0.55% | 62 |
|
|
2015
Q1 | $8.09M | Buy |
+637,000
| New | +$7.3M | 0.58% | 62 |
|
Other funds holding AVGO
VCM
VPM
Affinity Investment Advisors's AVGO Position: Q1 2026 in Review
Affinity Investment Advisors reduced its Broadcom (AVGO) stake by 4.8% in Q1 2026, selling an estimated $144K and leaving 8,669 shares worth $2.68M. The position accounts for 1.68% of the portfolio, ranked #14.
Affinity Investment Advisors first reported a position in AVGO in Q1 2015 and has held it in 45 quarters since. The position peaked at $16.7M in Q2 2016. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Affinity Investment Advisors held 8,669 shares of Broadcom worth $2.68M as of Q1 2026.
- Affinity Investment Advisors sold 437 Broadcom shares in Q1 2026, an estimated $144K.
- Broadcom made up 1.68% of Affinity Investment Advisors's portfolio in Q1 2026, its #14 holding.
- Affinity Investment Advisors first reported a position in Broadcom in Q1 2015 and has held it in 45 quarters since.
- Affinity Investment Advisors's Broadcom position peaked at $16.7M in Q2 2016.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.