Grisanti 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 Q4	–	Sell	-416,640	Closed	-$10.3M	–	61
2018 Q3	$10.3M	Buy	416,640 +41,780	+11%	+$1.03M	5.05%	5
2018 Q2	$9.1M	Buy	374,860 +40,240	+12%	+$976K	3.96%	6
2018 Q1	$7.89M	Buy	+334,620	New	+$7.89M	3.61%	10