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 |
|