Polymer Capital Management (HK)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
+40,640
| New | +$11.2M | 1.69% | 19 |
|
|
2025
Q1 | – | Sell |
-45,600
| Closed | -$10.6M | – | 136 |
|
|
2024
Q4 | $10.6M | Buy |
45,600
+11,806
| +35% | +$2.74M | 1.83% | 12 |
|
|
2024
Q3 | $5.83M | Sell |
33,794
-31,746
| -48% | -$5.48M | 1.35% | 16 |
|
|
2024
Q2 | $10.5M | Buy |
65,540
+45,540
| +228% | +$7.31M | 2.13% | 16 |
|
|
2024
Q1 | $2.65M | Buy |
20,000
+13,000
| +186% | +$1.72M | 0.67% | 42 |
|
|
2023
Q4 | $781K | Buy |
+7,000
| New | +$781K | 0.27% | 76 |
|