K2 Principal Fund’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
4,854
+782
+19% +$216K 0.18% 106
2025
Q1
$682K Sell
4,072
-1,228
-23% -$206K 0.09% 136
2024
Q4
$1.23M Sell
5,300
-2,831
-35% -$656K 0.14% 106
2024
Q3
$1.4M Sell
8,131
-5,869
-42% -$1.01M 0.2% 92
2024
Q2
$2.25M Sell
14,000
-500
-3% -$80.3K 0.42% 57
2024
Q1
$1.92M Buy
+14,500
New +$1.92M 0.33% 58
2017
Q2
Hold
0
232
2017
Q1
Hold
0
194