Michael & Susan Dell Foundation’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176M Hold
638,545
7.64% 2
2025
Q1
$107M Sell
638,545
-638,500
-50% -$107M 5.47% 3
2024
Q4
$296M Sell
1,277,045
-2,712,955
-68% -$629M 15.88% 2
2024
Q3
$688M Hold
3,990,000
49.05% 1
2024
Q2
$641M Sell
3,990,000
-1,330,000
-25% -$214M 65.37% 1
2024
Q1
$705M Sell
5,320,000
-6,549,780
-55% -$868M 87.9% 1
2023
Q4
$1.32B Buy
+11,869,780
New +$1.32B 69.3% 1