Blue Whale Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164M | Sell |
596,017
-23,192
| -4% | -$6.39M | 10.75% | 3 |
|
|
2025
Q1 | $104M | Sell |
619,209
-65,371
| -10% | -$10.9M | 8.39% | 3 |
|
|
2024
Q4 | $159M | Sell |
684,580
-184,665
| -21% | -$42.8M | 11.79% | 1 |
|
|
2024
Q3 | $150M | Buy |
869,245
+244,595
| +39% | +$42.2M | 11.67% | 2 |
|
|
2024
Q2 | $10M | Buy |
624,650
+326,650
| +110% | +$5.24M | 0.96% | 18 |
|
|
2024
Q1 | $39.5M | Buy |
+298,000
| New | +$39.5M | 4.17% | 10 |
|