HMS 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
$4.48M Buy
16,237
+51
+0.3% +$14.1K 2.01% 10
2025
Q1
$2.49M Sell
16,186
-14,883
-48% -$2.29M 1.38% 19
2024
Q4
$7.2M Sell
31,069
-820
-3% -$190K 3.48% 5
2024
Q3
$5.5M Buy
31,889
+529
+2% +$91.3K 2.7% 8
2024
Q2
$5.04M Buy
31,360
+1,990
+7% +$320K 2.62% 9
2024
Q1
$3.89M Sell
29,370
-2,590
-8% -$343K 2.16% 10
2023
Q4
$3.57M Sell
31,960
-580
-2% -$64.7K 2.19% 9
2023
Q3
$2.7M Sell
32,540
-890
-3% -$73.9K 1.79% 11
2023
Q2
$2.9M Sell
33,430
-3,690
-10% -$320K 1.76% 10
2023
Q1
$2.38M Buy
37,120
+7,870
+27% +$505K 1.5% 12
2022
Q4
$1.64M Sell
29,250
-3,990
-12% -$223K 0.94% 19
2022
Q3
$1.48M Buy
33,240
+1,600
+5% +$71K 0.9% 24
2022
Q2
$1.54M Buy
31,640
+8,030
+34% +$390K 0.77% 23
2022
Q1
$1.49M Buy
23,610
+2,650
+13% +$167K 0.62% 29
2021
Q4
$1.4M Sell
20,960
-780
-4% -$51.9K 0.61% 37
2021
Q3
$1.05M Sell
21,740
-3,210
-13% -$156K 0.5% 44
2021
Q2
$1.19M Sell
24,950
-560
-2% -$26.7K 0.54% 45
2021
Q1
$1.18M Sell
25,510
-3,930
-13% -$182K 0.5% 41
2020
Q4
$1.29M Sell
29,440
-3,690
-11% -$162K 0.59% 32
2020
Q3
$1.21M Sell
33,130
-4,430
-12% -$161K 0.47% 36
2020
Q2
$1.19M Buy
37,560
+21,280
+131% +$672K 0.52% 34
2020
Q1
$386K Sell
16,280
-11,030
-40% -$262K 0.38% 61
2019
Q4
$863K Buy
+27,310
New +$863K 0.36% 56
2019
Q3
Sell
-3,110
Closed -$90K 126
2019
Q2
$90K Buy
+3,110
New +$90K 0.04% 117
2018
Q3
Sell
-68,330
Closed -$1.66M 120
2018
Q2
$1.66M Buy
68,330
+5,170
+8% +$125K 0.94% 28
2018
Q1
$1.49M Buy
63,160
+1,790
+3% +$42.2K 0.99% 23
2017
Q4
$1.58M Buy
61,370
+4,140
+7% +$106K 1.17% 21
2017
Q3
$1.39M Sell
57,230
-780
-1% -$18.9K 1.18% 21
2017
Q2
$1.35M Sell
58,010
-7,490
-11% -$175K 1.2% 18
2017
Q1
$1.48M Sell
65,500
-26,990
-29% -$609K 1.34% 17
2016
Q4
$1.64M Buy
92,490
+1,920
+2% +$33.9K 1.71% 7
2016
Q3
$1.56M Buy
+90,570
New +$1.56M 1.56% 9