Night Owl Capital Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18M	Buy	65,472 +1,945	+3%	+$536K	2.09%	22
2025 Q1	$10.6M	Buy	63,527 +2,936	+5%	+$492K	1.33%	20
2024 Q4	$14M	Sell	60,591 -57,654	-49%	-$13.4M	1.81%	20
2024 Q3	$20.4M	Buy	118,245 +4,525	+4%	+$781K	2.79%	19
2024 Q2	$18.3M	Buy	+113,720	New	+$18.3M	2.73%	18