IMS 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 | $2.89M | Sell |
10,495
-1,275
| -11% | -$351K | 1.35% | 17 |
|
|
2025
Q1 | $1.97M | Buy |
11,770
+4,836
| +70% | +$810K | 0.99% | 33 |
|
|
2024
Q4 | $1.61M | Buy |
6,934
+252
| +4% | +$58.4K | 0.75% | 39 |
|
|
2024
Q3 | $1.15M | Sell |
6,682
-59,818
| -90% | -$10.3M | 0.52% | 51 |
|
|
2024
Q2 | $1.1M | Buy |
66,500
+60,450
| +999% | +$1M | 0.51% | 51 |
|
|
2024
Q1 | $802K | Hold |
6,050
| – | – | 0.37% | 68 |
|
|
2023
Q4 | $675K | Hold |
6,050
| – | – | 0.33% | 74 |
|
|
2023
Q3 | $503K | Buy |
6,050
+120
| +2% | +$9.97K | 0.3% | 79 |
|
|
2023
Q2 | $514K | Buy |
+5,930
| New | +$514K | 0.29% | 81 |
|
|
2022
Q2 | – | Sell |
-16,300
| Closed | -$1.03M | – | 139 |
|
|
2022
Q1 | $1.03M | Hold |
16,300
| – | – | 0.54% | 51 |
|
|
2021
Q4 | $1.09M | Hold |
16,300
| – | – | 0.56% | 52 |
|
|
2021
Q3 | $790K | Hold |
16,300
| – | – | 0.46% | 59 |
|
|
2021
Q2 | $777K | Sell |
16,300
-4,800
| -23% | -$229K | 0.46% | 59 |
|
|
2021
Q1 | $978K | Buy |
+21,100
| New | +$978K | 0.62% | 44 |
|