Nearwater Capital Markets’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374M Buy
1,358,274
+342,000
+34% +$94.3M 5.99% 4
2025
Q1
$170M Sell
1,016,274
-376,219
-27% -$63M 4.84% 3
2024
Q4
$323M Buy
+1,392,493
New +$323M 9.21% 2