Cantillon Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51B Sell
5,480,780
-826,094
-13% -$228M 8.73% 1
2025
Q1
$1.06B Sell
6,306,874
-1,063,996
-14% -$178M 6.84% 1
2024
Q4
$1.71B Buy
7,370,870
+39,477
+0.5% +$9.15M 10.33% 1
2024
Q3
$1.26B Sell
7,331,393
-389,377
-5% -$67.2M 7.73% 1
2024
Q2
$1.24B Sell
7,720,770
-396,100
-5% -$63.6M 8.29% 1
2024
Q1
$1.08B Sell
8,116,870
-1,145,890
-12% -$152M 6.77% 1
2023
Q4
$1.03B Sell
9,262,760
-224,870
-2% -$25.1M 6.91% 1
2023
Q3
$788M Sell
9,487,630
-989,540
-9% -$82.2M 5.85% 2
2023
Q2
$909M Buy
10,477,170
+625,600
+6% +$54.3M 6.35% 1
2023
Q1
$632M Sell
9,851,570
-156,860
-2% -$10.1M 5.15% 2
2022
Q4
$560M Sell
10,008,430
-206,460
-2% -$11.5M 4.74% 2
2022
Q3
$454M Sell
10,214,890
-95,830
-0.9% -$4.25M 4.11% 3
2022
Q2
$501M Sell
10,310,720
-46,600
-0.4% -$2.26M 4.18% 3
2022
Q1
$652M Buy
10,357,320
+297,320
+3% +$18.7M 4.66% 3
2021
Q4
$669M Sell
10,060,000
-767,060
-7% -$51M 4.42% 3
2021
Q3
$525M Sell
10,827,060
-164,860
-1% -$7.99M 3.58% 7
2021
Q2
$524M Sell
10,991,920
-138,670
-1% -$6.61M 3.53% 9
2021
Q1
$516M Sell
11,130,590
-418,370
-4% -$19.4M 3.76% 6
2020
Q4
$506M Sell
11,548,960
-79,000
-0.7% -$3.46M 3.79% 7
2020
Q3
$424M Sell
11,627,960
-120,340
-1% -$4.38M 3.54% 12
2020
Q2
$371M Buy
11,748,300
+118,540
+1% +$3.74M 3.22% 12
2020
Q1
$276M Sell
11,629,760
-14,630
-0.1% -$347K 3.05% 14
2019
Q4
$368M Sell
11,644,390
-256,120
-2% -$8.09M 3.42% 13
2019
Q3
$329M Sell
11,900,510
-78,220
-0.7% -$2.16M 3.19% 14
2019
Q2
$345M Buy
11,978,730
+1,910,990
+19% +$55M 3.48% 13
2019
Q1
$303M Buy
10,067,740
+902,690
+10% +$27.1M 3.22% 13
2018
Q4
$233M Buy
9,165,050
+84,770
+0.9% +$2.16M 2.81% 15
2018
Q3
$224M Sell
9,080,280
-4,850,310
-35% -$120M 2.52% 20
2018
Q2
$338M Sell
13,930,590
-378,650
-3% -$9.19M 3.64% 13
2018
Q1
$337M Buy
14,309,240
+2,387,150
+20% +$56.3M 3.83% 13
2017
Q4
$306M Sell
11,922,090
-858,650
-7% -$22.1M 3.63% 14
2017
Q3
$310M Buy
12,780,740
+4,514,680
+55% +$109M 3.61% 14
2017
Q2
$193M Sell
8,266,060
-383,200
-4% -$8.93M 2.41% 21
2017
Q1
$189M Buy
+8,649,260
New +$189M 2.42% 21