Allen Investment 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
$81.6M Buy
296,030
+2,012
+0.7% +$555K 0.89% 25
2025
Q1
$49.2M Buy
294,018
+60,551
+26% +$10.1M 0.57% 33
2024
Q4
$54.1M Buy
233,467
+81,778
+54% +$19M 0.63% 29
2024
Q3
$26.2M Buy
151,689
+118,429
+356% +$20.4M 0.31% 48
2024
Q2
$5.34M Sell
33,260
-3,070
-8% -$493K 0.06% 92
2024
Q1
$4.82M Sell
36,330
-1,930
-5% -$256K 0.06% 85
2023
Q4
$4.27M Sell
38,260
-1,310
-3% -$146K 0.06% 89
2023
Q3
$3.29M Buy
39,570
+200
+0.5% +$16.6K 0.05% 91
2023
Q2
$3.42M Hold
39,370
0.05% 88
2023
Q1
$2.53M Buy
39,370
+2,580
+7% +$166K 0.04% 89
2022
Q4
$2.06M Sell
36,790
-3,750
-9% -$210K 0.03% 98
2022
Q3
$1.8M Sell
40,540
-750
-2% -$33.3K 0.03% 107
2022
Q2
$2.01M Sell
41,290
-2,150
-5% -$104K 0.03% 106
2022
Q1
$2.74M Hold
43,440
0.04% 99
2021
Q4
$2.89M Buy
43,440
+21,840
+101% +$1.45M 0.04% 102
2021
Q3
$1.05M Buy
21,600
+1,930
+10% +$93.6K 0.01% 116
2021
Q2
$938K Sell
19,670
-9,350
-32% -$446K 0.01% 114
2021
Q1
$1.35M Hold
29,020
0.02% 105
2020
Q4
$1.27M Buy
29,020
+5,160
+22% +$226K 0.02% 102
2020
Q3
$869K Buy
23,860
+9,350
+64% +$341K 0.02% 108
2020
Q2
$458K Sell
14,510
-1,650
-10% -$52.1K 0.01% 126
2020
Q1
$383K Buy
16,160
+8,410
+109% +$199K 0.01% 132
2019
Q4
$245K Sell
7,750
-40
-0.5% -$1.27K 0.01% 166
2019
Q3
$215K Hold
7,790
0.01% 188
2019
Q2
$224K Hold
7,790
0.01% 191
2019
Q1
$234K Sell
7,790
-830
-10% -$24.9K 0.01% 185
2018
Q4
$219K Buy
+8,620
New +$219K 0.01% 156
2018
Q1
Sell
-70,900
Closed -$1.82M 170
2017
Q4
$1.82M Hold
70,900
0.08% 74
2017
Q3
$1.72M Buy
+70,900
New +$1.72M 0.08% 80