Churchill 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
$79.4M Sell
287,866
-9,393
-3% -$2.59M 0.86% 20
2025
Q1
$49.8M Sell
297,259
-63,077
-18% -$10.6M 0.63% 19
2024
Q4
$83.5M Sell
360,336
-7,370
-2% -$1.71M 0.91% 18
2024
Q3
$63.4M Sell
367,706
-9,034
-2% -$1.56M 0.73% 20
2024
Q2
$60.5M Sell
376,740
-6,310
-2% -$1.01M 0.71% 21
2024
Q1
$50.8M Sell
383,050
-90,030
-19% -$11.9M 0.63% 19
2023
Q4
$52.8M Sell
473,080
-18,640
-4% -$2.08M 0.81% 17
2023
Q3
$40.8M Sell
491,720
-37,720
-7% -$3.13M 0.69% 19
2023
Q2
$45.9M Sell
529,440
-9,260
-2% -$803K 0.78% 18
2023
Q1
$34.6M Sell
538,700
-17,700
-3% -$1.14M 0.71% 19
2022
Q4
$31.1M Sell
556,400
-10,830
-2% -$606K 0.75% 14
2022
Q3
$25.2M Sell
567,230
-13,560
-2% -$602K 0.68% 17
2022
Q2
$28.2M Sell
580,790
-4,170
-0.7% -$203K 0.71% 19
2022
Q1
$36.8M Buy
584,960
+1,840
+0.3% +$116K 0.65% 19
2021
Q4
$38.8M Sell
583,120
-5,180
-0.9% -$345K 0.54% 28
2021
Q3
$28.5M Sell
588,300
-3,750
-0.6% -$182K 0.43% 33
2021
Q2
$28.2M Buy
592,050
+3,650
+0.6% +$174K 0.42% 32
2021
Q1
$27.3M Sell
588,400
-24,440
-4% -$1.13M 0.45% 31
2020
Q4
$26.8M Sell
612,840
-39,900
-6% -$1.75M 0.46% 30
2020
Q3
$23.8M Sell
652,740
-50,270
-7% -$1.83M 0.58% 21
2020
Q2
$22.2M Sell
703,010
-22,550
-3% -$712K 0.69% 17
2020
Q1
$17.2M Sell
725,560
-11,190
-2% -$265K 0.87% 15
2019
Q4
$23.3M Sell
736,750
-5,620
-0.8% -$178K 0.44% 22
2019
Q3
$20.5M Sell
742,370
-9,890
-1% -$273K 0.52% 23
2019
Q2
$21.7M Sell
752,260
-23,130
-3% -$666K 0.58% 20
2019
Q1
$23.3M Sell
775,390
-25,180
-3% -$757K 0.62% 19
2018
Q4
$20.4M Buy
800,570
+517,860
+183% +$13.2M 0.89% 13
2018
Q3
$6.98M Buy
282,710
+17,550
+7% +$433K 0.15% 68
2018
Q2
$6.43M Buy
265,160
+14,670
+6% +$356K 0.17% 65
2018
Q1
$5.9M Sell
250,490
-12,530
-5% -$295K 0.17% 64
2017
Q4
$6.76M Buy
263,020
+35,080
+15% +$901K 0.15% 56
2017
Q3
$5.53M Buy
227,940
+11,440
+5% +$277K 0.14% 63
2017
Q2
$5.05M Buy
216,500
+16,910
+8% +$394K 0.13% 65
2017
Q1
$4.37M Sell
199,590
-8,940
-4% -$196K 0.12% 68
2016
Q4
$3.69M Sell
208,530
-12,410
-6% -$219K 0.12% 71
2016
Q3
$3.81M Buy
+220,940
New +$3.81M 0.16% 73