TIM
Thornburg Investment Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729M | Sell |
2,645,365
-357,168
| -12% | -$98.5M | 9.38% | 2 |
|
|
2025
Q1 | $5.03B | Sell |
3,002,533
-151,302
| -5% | -$253M | 7.03% | 3 |
|
|
2024
Q4 | $731M | Sell |
3,153,835
-451,873
| -13% | -$105M | 9.66% | 1 |
|
|
2024
Q3 | $622M | Buy |
3,605,708
+3,245,044
| +900% | +$560M | 8.09% | 1 |
|
|
2024
Q2 | $579M | Sell |
360,664
-12,293
| -3% | -$19.7M | 8.15% | 1 |
|
|
2024
Q1 | $494M | Sell |
372,957
-60,745
| -14% | -$80.5M | 6.9% | 1 |
|
|
2023
Q4 | $484M | Sell |
433,702
-12,021
| -3% | -$13.4M | 6.98% | 1 |
|
|
2023
Q3 | $370M | Sell |
445,723
-72,955
| -14% | -$60.6M | 6.09% | 1 |
|
|
2023
Q2 | $450M | Sell |
518,678
-110,598
| -18% | -$95.9M | 7.29% | 1 |
|
|
2023
Q1 | $404M | Sell |
629,276
-37,094
| -6% | -$23.8M | 6.67% | 1 |
|
|
2022
Q4 | $373M | Buy |
666,370
+215
| +0% | +$120K | 6.3% | 2 |
|
|
2022
Q3 | $296M | Sell |
666,155
-50,115
| -7% | -$22.3M | 5.24% | 3 |
|
|
2022
Q2 | $348M | Sell |
716,270
-640
| -0.1% | -$311K | 5.33% | 3 |
|
|
2022
Q1 | $451M | Sell |
716,910
-9,767
| -1% | -$6.15M | 5.91% | 2 |
|
|
2021
Q4 | $484M | Sell |
726,677
-77,634
| -10% | -$51.7M | 5.67% | 1 |
|
|
2021
Q3 | $390M | Buy |
804,311
+19,482
| +2% | +$9.45M | 4.79% | 2 |
|
|
2021
Q2 | $374M | Buy |
784,829
+2,500
| +0.3% | +$1.19M | 4.3% | 4 |
|
|
2021
Q1 | $363M | Sell |
782,329
-68,171
| -8% | -$31.6M | 4.21% | 4 |
|
|
2020
Q4 | $372M | Sell |
850,500
-150
| -0% | -$65.7K | 4.42% | 3 |
|
|
2020
Q3 | $310M | Sell |
850,650
-113,238
| -12% | -$41.3M | 4.1% | 6 |
|
|
2020
Q2 | $304M | Sell |
963,888
-34,735
| -3% | -$11M | 3.91% | 6 |
|
|
2020
Q1 | $237M | Buy |
998,623
+3,655
| +0.4% | +$867K | 3.39% | 9 |
|
|
2019
Q4 | $314M | Buy |
994,968
+93,384
| +10% | +$29.5M | 3.02% | 8 |
|
|
2019
Q3 | $249M | Buy |
901,584
+44,668
| +5% | +$12.3M | 2.4% | 11 |
|
|
2019
Q2 | $247M | Hold |
856,916
| – | – | 2.37% | 11 |
|
|
2019
Q1 | $258M | Buy |
856,916
+31,866
| +4% | +$9.58M | 2.49% | 10 |
|
|
2018
Q4 | $210M | Buy |
825,050
+379,637
| +85% | +$96.5M | 2.05% | 12 |
|
|
2018
Q3 | $110M | Buy |
+445,413
| New | +$110M | 0.92% | 32 |
|
|
2016
Q2 | – | Sell |
-1,029
| Closed | -$159K | – | 264 |
|
|
2016
Q1 | $159K | Sell |
1,029
-347,024
| -100% | -$53.6M | ﹤0.01% | 252 |
|
|
2015
Q4 | $50.5M | Buy |
+348,053
| New | +$50.5M | 0.32% | 72 |
|
|
2013
Q4 | – | Sell |
-735,213
| Closed | -$31.7M | – | 285 |
|
|
2013
Q3 | $31.7M | Buy |
+735,213
| New | +$31.7M | 0.13% | 144 |
|