Hamlin Capital 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 | $280M | Buy |
1,016,067
+9,432
| +0.9% | +$2.6M | 6.48% | 1 |
|
2025
Q1 | $169M | Sell |
1,006,635
-233,905
| -19% | -$39.2M | 4.03% | 14 |
|
2024
Q4 | $288M | Sell |
1,240,540
-196,385
| -14% | -$45.5M | 7.12% | 1 |
|
2024
Q3 | $248M | Buy |
1,436,925
+82,995
| +6% | +$14.3M | 6.22% | 1 |
|
2024
Q2 | $217M | Sell |
1,353,930
-359,830
| -21% | -$57.8M | 6.4% | 1 |
|
2024
Q1 | $227M | Sell |
1,713,760
-326,590
| -16% | -$43.3M | 6.71% | 1 |
|
2023
Q4 | $228M | Sell |
2,040,350
-20,880
| -1% | -$2.33M | 7.17% | 1 |
|
2023
Q3 | $171M | Sell |
2,061,230
-112,430
| -5% | -$9.34M | 5.89% | 1 |
|
2023
Q2 | $189M | Sell |
2,173,660
-554,280
| -20% | -$48.1M | 6.32% | 1 |
|
2023
Q1 | $175M | Sell |
2,727,940
-65,940
| -2% | -$4.23M | 6.11% | 1 |
|
2022
Q4 | $156M | Buy |
2,793,880
+326,820
| +13% | +$18.3M | 5.55% | 3 |
|
2022
Q3 | $110M | Buy |
2,467,060
+126,160
| +5% | +$5.6M | 4.38% | 7 |
|
2022
Q2 | $114M | Buy |
2,340,900
+17,320
| +0.7% | +$841K | 4.56% | 9 |
|
2022
Q1 | $146M | Sell |
2,323,580
-6,140
| -0.3% | -$387K | 5.16% | 2 |
|
2021
Q4 | $155M | Buy |
2,329,720
+2,950
| +0.1% | +$196K | 5.5% | 1 |
|
2021
Q3 | $113M | Buy |
2,326,770
+156,630
| +7% | +$7.6M | 4.49% | 3 |
|
2021
Q2 | $103M | Sell |
2,170,140
-21,180
| -1% | -$1.01M | 4.08% | 8 |
|
2021
Q1 | $102M | Sell |
2,191,320
-50,180
| -2% | -$2.33M | 4.17% | 5 |
|
2020
Q4 | $98.1M | Sell |
2,241,500
-84,380
| -4% | -$3.69M | 4.53% | 2 |
|
2020
Q3 | $84.7M | Buy |
2,325,880
+552,460
| +31% | +$20.1M | 4.48% | 3 |
|
2020
Q2 | $56M | Buy |
1,773,420
+64,810
| +4% | +$2.05M | 2.99% | 15 |
|
2020
Q1 | $40.5M | Buy |
1,708,610
+474,610
| +38% | +$11.3M | 2.43% | 21 |
|
2019
Q4 | $39M | Buy |
+1,234,000
| New | +$39M | 1.62% | 33 |
|