VHAM
Van Hulzen Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
100,954
+14,083
| +16% | +$3.88M | 2.32% | 6 |
|
|
2025
Q1 | $14.5M | Sell |
86,871
-1,161
| -1% | -$194K | 1.33% | 19 |
|
|
2024
Q4 | $20.4M | Buy |
88,032
+18,835
| +27% | +$4.37M | 1.49% | 17 |
|
|
2024
Q3 | $11.9M | Buy |
69,197
+59,917
| +646% | +$10.3M | 0.86% | 33 |
|
|
2024
Q2 | $14.9M | Sell |
9,280
-7,665
| -45% | -$12.3M | 1% | 28 |
|
|
2024
Q1 | $22.5M | Sell |
16,945
-834
| -5% | -$1.11M | 1.48% | 15 |
|
|
2023
Q4 | $19.8M | Sell |
17,779
-1,301
| -7% | -$1.45M | 1.4% | 16 |
|
|
2023
Q3 | $15.8M | Buy |
19,080
+805
| +4% | +$669K | 1.22% | 26 |
|
|
2023
Q2 | $15.9M | Buy |
18,275
+13,150
| +257% | +$11.4M | 1.35% | 22 |
|
|
2023
Q1 | $3.29M | Sell |
5,125
-5,545
| -52% | -$3.56M | 0.31% | 68 |
|
|
2022
Q4 | $5.92M | Sell |
10,670
-1,877
| -15% | -$1.04M | 0.68% | 46 |
|
|
2022
Q3 | $5.57M | Sell |
12,547
-2,953
| -19% | -$1.31M | 0.69% | 48 |
|
|
2022
Q2 | $7.53M | Buy |
15,500
+12,435
| +406% | +$6.04M | 0.9% | 33 |
|
|
2022
Q1 | $1.93M | Buy |
+3,065
| New | +$1.93M | 0.2% | 87 |
|
|
2021
Q1 | – | Sell |
-1,197
| Closed | -$524K | – | 266 |
|
|
2020
Q4 | $524K | Sell |
1,197
-2
| -0.2% | -$876 | 0.08% | 136 |
|
|
2020
Q3 | $437K | Sell |
1,199
-175
| -13% | -$63.8K | 0.07% | 145 |
|
|
2020
Q2 | $434K | Sell |
1,374
-1,029
| -43% | -$325K | 0.07% | 143 |
|
|
2020
Q1 | $570K | Buy |
2,403
+717
| +43% | +$170K | 0.12% | 109 |
|
|
2019
Q4 | $533K | Buy |
1,686
+116
| +7% | +$36.7K | 0.1% | 137 |
|
|
2019
Q3 | $433K | Sell |
1,570
-117
| -7% | -$32.3K | 0.09% | 155 |
|
|
2019
Q2 | $486K | Buy |
1,687
+367
| +28% | +$106K | 0.11% | 139 |
|
|
2019
Q1 | $397K | Sell |
1,320
-5,032
| -79% | -$1.51M | 0.11% | 134 |
|
|
2018
Q4 | $1.62M | Buy |
6,352
+5,307
| +508% | +$1.35M | 0.47% | 57 |
|
|
2018
Q3 | $258K | Buy |
+1,045
| New | +$258K | 0.07% | 192 |
|