Mar Vista Investment Partners’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$46M	Sell	166,769 -49,785	-23%	-$13.7M	3.52%	10
2025 Q1	$36.3M	Sell	216,554 -46,451	-18%	-$7.78M	2.98%	15
2024 Q4	$61M	Buy	263,005 +40,140	+18%	+$9.31M	4.18%	7
2024 Q3	$38.4M	Sell	222,865 -89,245	-29%	-$15.4M	2.45%	20
2024 Q2	$50.1M	Buy	+312,110	New	+$50.1M	2.46%	21