Foyston, Gordon, & Payne’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.1M Sell
98,196
-1,768
-2% -$487K 6.16% 4
2025
Q1
$16.7M Buy
99,964
+2,483
+3% +$416K 4.14% 8
2024
Q4
$22.6M Sell
97,481
-1,046
-1% -$243K 5.99% 2
2024
Q3
$17M Sell
98,527
-12,033
-11% -$2.08M 4.24% 8
2024
Q2
$17.8M Sell
110,560
-1,740
-2% -$279K 4.37% 6
2024
Q1
$14.9M Buy
112,300
+40,260
+56% +$5.34M 3.58% 10
2023
Q4
$8.04M Buy
+72,040
New +$8.04M 2.02% 20