Delta Global 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
$19.1M Sell
69,166
-12,999
-16% -$3.58M 1.27% 26
2025
Q1
$13.8M Buy
+82,165
New +$13.8M 0.99% 27
2024
Q4
Sell
-32,726
Closed -$5.65M 47
2024
Q3
$5.65M Sell
32,726
-124,114
-79% -$21.4M 0.38% 35
2024
Q2
$25.2M Buy
156,840
+74,150
+90% +$11.9M 1.67% 23
2024
Q1
$11M Sell
82,690
-55,700
-40% -$7.38M 0.83% 29
2023
Q4
$15.4M Buy
+138,390
New +$15.4M 2.37% 19