Night Owl Capital Management’s Broadcom AVGO Stock Holding History

Night Owl Capital Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18M	Buy
2025 Q1	$10.6M	Buy
2024 Q4	$14M	Sell
2024 Q3	$20.4M	Buy
2024 Q2	$18.3M	Buy