Affinity Investment Advisors’s Broadcom AVGO Stock Holding History

Affinity Investment Advisors’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	$2.8M	Sell	10,152 -1,095	-10%	-$302K	2.12%	7
2025 Q1	$1.88M	Sell	11,247 -604	-5%	-$101K	1.53%	13
2024 Q4	$2.75M	Sell	11,851 -1,265	-10%	-$293K	2.29%	6
2024 Q3	$2.26M	Sell	13,116 -1,204	-8%	-$208K	1.55%	15
2024 Q2	$2.3M	Sell	14,320 -1,440	-9%	-$231K	1.73%	11
2024 Q1	$2.09M	Sell	15,760 -5,540	-26%	-$734K	1.52%	18
2023 Q4	$2.38M	Sell	21,300 -2,360	-10%	-$263K	1.62%	8
2023 Q3	$1.97M	Sell	23,660 -4,330	-15%	-$360K	1.27%	15
2023 Q2	$2.43M	Sell	27,990 -8,620	-24%	-$748K	1.41%	6
2023 Q1	$2.35M	Sell	36,610 -12,860	-26%	-$825K	1.26%	15
2022 Q4	$2.77M	Buy	49,470 +20	+0%	+$1.12K	1.27%	15
2022 Q3	$2.2M	Sell	49,450 -150	-0.3%	-$6.66K	1.14%	21
2022 Q2	$2.41M	Buy	49,600 +700	+1%	+$34K	1.18%	18
2022 Q1	$3.08M	Buy	48,900 +1,760	+4%	+$111K	1.26%	15
2021 Q4	$3.14M	Sell	47,140 -690	-1%	-$45.9K	1.26%	18
2021 Q3	$2.32M	Buy	47,830 +170	+0.4%	+$8.24K	1.04%	28
2021 Q2	$2.27M	Sell	47,660 -3,520	-7%	-$168K	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%	-$198K	0.79%	47
2020 Q3	$1.79M	Sell	49,070 -6,690	-12%	-$244K	0.78%	47
2020 Q2	$1.76M	Sell	55,760 -18,840	-25%	-$595K	0.84%	46
2020 Q1	$1.77M	Buy	74,600 +7,800	+12%	+$185K	0.9%	42
2019 Q4	$2.11M	Sell	66,800 -52,780	-44%	-$1.67M	0.77%	48
2019 Q3	$3.3M	Sell	119,580 -69,580	-37%	-$1.92M	1.04%	42
2019 Q2	$5.45M	Sell	189,160 -96,380	-34%	-$2.77M	1.56%	22
2019 Q1	$8.59M	Sell	285,540 -68,680	-19%	-$2.07M	1.76%	17
2018 Q4	$9.01M	Sell	354,220 -39,160	-10%	-$996K	1.57%	25
2018 Q3	$9.71M	Buy	393,380 +70,150	+22%	+$1.73M	1.28%	39
2018 Q2	$7.84M	Sell	323,230 -89,210	-22%	-$2.16M	1.11%	40
2018 Q1	$9.72M	Sell	412,440 -3,730	-0.9%	-$87.9K	1.14%	41
2017 Q4	$10.7M	Sell	416,170 -18,360	-4%	-$472K	1.21%	39
2017 Q3	$10.5M	Sell	434,530 -5,340	-1%	-$130K	1.22%	43
2017 Q2	$10.3M	Sell	439,870 -242,130	-36%	-$5.64M	1.22%	43
2017 Q1	$14.9M	Sell	682,000 -17,000	-2%	-$372K	1.35%	30
2016 Q4	$12.4M	Sell	699,000 -69,880	-9%	-$1.24M	1.16%	37
2016 Q3	$13.3M	Sell	768,880 -303,880	-28%	-$5.24M	1.13%	39
2016 Q2	$16.7M	Buy	1,072,760 +77,980	+8%	+$1.21M	1.23%	28
2016 Q1	$15.4M	Buy	994,780 +219,520	+28%	+$3.39M	1.35%	33
2015 Q4	$11.3M	Buy	775,260 +27,500	+4%	+$399K	0.97%	46
2015 Q3	$9.35M	Buy	747,760 +226,080	+43%	+$2.83M	0.85%	50
2015 Q2	$6.94M	Sell	521,680 -115,320	-18%	-$1.53M	0.55%	62
2015 Q1	$8.09M	Buy	+637,000	New	+$8.09M	0.58%	62