Ensemble Capital Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-820,750	Closed	-$19.9M	–	30
2018 Q2	$19.9M	Buy	820,750 +167,300	+26%	+$4.06M	3.44%	16
2018 Q1	$15.4M	Buy	653,450 +139,000	+27%	+$3.28M	2.88%	19
2017 Q4	$13.2M	Buy	+514,450	New	+$13.2M	2.4%	20