Platinum Investment 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
$78M Sell
283,133
-241,956
-46% -$66.7M 5.19% 3
2025
Q1
$87.9M Sell
525,089
-2,212
-0.4% -$370K 5.09% 8
2024
Q4
$122M Buy
527,301
+139,433
+36% +$32.3M 7.18% 5
2024
Q3
$66.9M Sell
387,868
-631,282
-62% -$109M 3.03% 10
2024
Q2
$164M Sell
1,019,150
-32,170
-3% -$5.16M 6.62% 2
2024
Q1
$139M Buy
1,051,320
+1,020,060
+3,263% +$135M 5.62% 5
2023
Q4
$3.49M Buy
+31,260
New +$3.49M 0.14% 63
2014
Q4
Sell
-40,000
Closed -$348K 94
2014
Q3
$348K Sell
40,000
-40,000
-50% -$348K 0.01% 91
2014
Q2
$576K Sell
80,000
-40,000
-33% -$288K 0.01% 91
2014
Q1
$772K Sell
120,000
-40,000
-25% -$257K 0.01% 84
2013
Q4
$846K Buy
+160,000
New +$846K 0.01% 74