GKV 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
$15.2M Sell
55,170
-2,300
-4% -$634K 6.73% 3
2025
Q1
$9.62M Sell
57,470
-4,030
-7% -$675K 4.78% 4
2024
Q4
$14.3M Buy
+61,500
New +$14.3M 5.81% 3