Picton Mahoney Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$56.8M Buy
2025
Q1
$33.8M Buy
2024
Q4
$42M Buy
2024
Q3
$26.5M Sell
2024
Q2
$34.2M Buy
2024
Q1
$27.4M Buy
2023
Q4
$19.8M Buy
2023
Q3
$12.7M Sell
2023
Q2
$13.4M Buy
2023
Q1
$9.89M Buy
2022
Q4
$7.72M Buy
2022
Q3
$5.78M Buy
2022
Q2
$5M Buy
2022
Q1
$5.95M Buy
2017
Q4
Hold
2017
Q3
Sell
2017
Q2
$700K Buy
2014
Q2
Sell
2014
Q1
$10.2M Buy
2013
Q4
$5.51M Buy