AVGO BROADCOM INC

Ownership history in IMS Capital Management  ·  12 quarters on record

This page tracks every 13F SEC filing in which IMS Capital Management reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2025 Q3)
Avg. % of fund
0.64%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,495 -1,275 -10.8% 1.60% $3.5M $329.28
2025 Q2 ADDED 11,770 +4,836 +69.7% 0.99% $2.0M $274.65
2024 Q4 ADDED 6,934 +252 +3.8% 0.74% $1.6M $229.76
2024 Q3 ADDED 6,682 +32 +0.5% 0.52% $1.2M $170.50
2024 Q2 ADDED 6,650 +6,045 +999.2% 0.51% $1.1M $158.17
2024 Q1 UNCHANGED 605 0% 0.37% $802K $130.16
2023 Q3 REDUCED 605 -1,025 -62.9% 0.30% $503K $80.85
2022 Q1 UNCHANGED 1,630 0% 0.54% $1.0M $58.72
2021 Q4 UNCHANGED 1,630 0% 0.56% $1.1M $61.64
2021 Q3 UNCHANGED 1,630 0% 0.46% $790K $44.63
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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