Sanders Morris Harris’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,850
| Closed | -$7.89M | – | 172 |
|
|
2025
Q1 | $7.89M | Buy |
46,850
+26,000
| +125% | +$4.38M | 1.22% | 12 |
|
|
2024
Q4 | $4.84M | Buy |
20,850
+500
| +2% | +$116K | 0.72% | 24 |
|
|
2024
Q3 | $3.51M | Hold |
20,350
| – | – | 0.58% | 28 |
|
|
2024
Q2 | $3.27M | Hold |
20,350
| – | – | 0.54% | 37 |
|
|
2024
Q1 | $2.7M | Hold |
20,350
| – | – | 0.5% | 34 |
|
|
2023
Q4 | $2.18M | Buy |
20,350
+170
| +0.8% | +$18.2K | 1.07% | 22 |
|
|
2023
Q3 | $1.67M | Hold |
20,180
| – | – | 0.34% | 44 |
|
|
2023
Q2 | $1.77M | Buy |
+20,180
| New | +$1.77M | 0.39% | 33 |
|
|
2023
Q1 | – | Sell |
-19,640
| Closed | -$1.1M | – | 151 |
|
|
2022
Q4 | $1.1M | Hold |
19,640
| – | – | 0.42% | 46 |
|
|
2022
Q3 | $899K | Hold |
19,640
| – | – | 0.22% | 69 |
|
|
2022
Q2 | $938K | Hold |
19,640
| – | – | 0.21% | 74 |
|
|
2022
Q1 | $1.24M | Hold |
19,640
| – | – | 0.24% | 64 |
|
|
2021
Q4 | $1.3M | Hold |
19,640
| – | – | 0.23% | 73 |
|
|
2021
Q3 | $976K | Hold |
19,640
| – | – | 0.18% | 94 |
|
|
2021
Q2 | $930K | Sell |
19,640
-1,090
| -5% | -$51.6K | 0.18% | 103 |
|
|
2021
Q1 | $998K | Buy |
20,730
+1,090
| +6% | +$52.5K | 0.21% | 87 |
|
|
2020
Q4 | $886K | Hold |
19,640
| – | – | 0.2% | 93 |
|
|
2020
Q3 | $749K | Buy |
+19,640
| New | +$749K | 0.2% | 104 |
|