Ninety One (UK)’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13B | Buy |
4,102,194
+810,504
| +25% | +$223M | 2.65% | 9 |
|
|
2025
Q1 | $551M | Buy |
3,291,690
+262,051
| +9% | +$43.9M | 1.53% | 19 |
|
|
2024
Q4 | $702M | Sell |
3,029,639
-687,046
| -18% | -$159M | 1.88% | 14 |
|
|
2024
Q3 | $641M | Buy |
3,716,685
+3,370,125
| +972% | +$581M | 1.71% | 18 |
|
|
2024
Q2 | $556M | Buy |
346,560
+29,694
| +9% | +$47.7M | 1.54% | 20 |
|
|
2024
Q1 | $420M | Sell |
316,866
-110,672
| -26% | -$147M | 1.18% | 26 |
|
|
2023
Q4 | $477M | Sell |
427,538
-10,083
| -2% | -$11.3M | 1.42% | 23 |
|
|
2023
Q3 | $363M | Sell |
437,621
-2,993
| -0.7% | -$2.49M | 1.15% | 27 |
|
|
2023
Q2 | $382M | Sell |
440,614
-60,966
| -12% | -$52.9M | 1.12% | 29 |
|
|
2023
Q1 | $322M | Sell |
501,580
-86,206
| -15% | -$55.3M | 1% | 29 |
|
|
2022
Q4 | $329M | Sell |
587,786
-159,518
| -21% | -$89.2M | 1.05% | 28 |
|
|
2022
Q3 | $332M | Sell |
747,304
-149,501
| -17% | -$66.4M | 1.09% | 28 |
|
|
2022
Q2 | $436M | Sell |
896,805
-48,476
| -5% | -$23.6M | 1.3% | 25 |
|
|
2022
Q1 | $595M | Sell |
945,281
-51,526
| -5% | -$32.4M | 1.52% | 17 |
|
|
2021
Q4 | $663M | Sell |
996,807
-150,703
| -13% | -$100M | 1.57% | 17 |
|
|
2021
Q3 | $556M | Sell |
1,147,510
-89,180
| -7% | -$43.2M | 1.42% | 18 |
|
|
2021
Q2 | $590M | Buy |
1,236,690
+94,606
| +8% | +$45.1M | 1.53% | 16 |
|
|
2021
Q1 | $530M | Buy |
1,142,084
+17,809
| +2% | +$8.26M | 1.51% | 16 |
|
|
2020
Q4 | $492M | Sell |
1,124,275
-42,268
| -4% | -$18.5M | 1.51% | 15 |
|
|
2020
Q3 | $425M | Buy |
1,166,543
+294,310
| +34% | +$107M | 1.54% | 15 |
|
|
2020
Q2 | $275M | Sell |
872,233
-440,425
| -34% | -$139M | 0.98% | 32 |
|
|
2020
Q1 | $311M | Buy |
1,312,658
+258,753
| +25% | +$61.4M | 1.31% | 23 |
|
|
2019
Q4 | $333M | Buy |
1,053,905
+545,500
| +107% | +$172M | 1.1% | 26 |
|
|
2019
Q3 | $140M | Sell |
508,405
-140,102
| -22% | -$38.7M | 0.55% | 53 |
|
|
2019
Q2 | $150M | Buy |
648,507
+149,285
| +30% | +$34.6M | 0.57% | 50 |
|
|
2019
Q1 | $150M | Sell |
499,222
-928,197
| -65% | -$279M | 0.59% | 53 |
|
|
2018
Q4 | $363M | Sell |
1,427,419
-474,250
| -25% | -$121M | 1.57% | 17 |
|
|
2018
Q3 | $469M | Buy |
1,901,669
+541,607
| +40% | +$134M | 1.75% | 11 |
|
|
2018
Q2 | $330M | Buy |
+1,360,062
| New | +$330M | 1.64% | 13 |
|
|
2016
Q4 | – | Sell |
-1,107,051
| Closed | -$191M | – | 309 |
|
|
2016
Q3 | $191M | Buy |
1,107,051
+353,815
| +47% | +$61M | 0.93% | 36 |
|
|
2016
Q2 | $117M | Sell |
753,236
-5,543
| -0.7% | -$861K | 0.61% | 59 |
|
|
2016
Q1 | $117M | Sell |
758,779
-2,141
| -0.3% | -$331K | 0.63% | 58 |
|
|
2015
Q4 | $110M | Buy |
+760,920
| New | +$110M | 0.63% | 56 |
|