PYA Waltman Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Sell |
21,971
-39
| -0.2% | -$10.8K | 1.74% | 15 |
|
|
2025
Q1 | $3.69M | Sell |
22,010
-71
| -0.3% | -$11.9K | 1.16% | 19 |
|
|
2024
Q4 | $5.12M | Sell |
22,081
-337
| -2% | -$78.1K | 1.65% | 17 |
|
|
2024
Q3 | $3.87M | Buy |
22,418
+418
| +2% | +$72.1K | 1.26% | 21 |
|
|
2024
Q2 | $3.53M | Buy |
22,000
+1,290
| +6% | +$207K | 1.3% | 19 |
|
|
2024
Q1 | $2.74M | Buy |
20,710
+230
| +1% | +$30.5K | 1.02% | 22 |
|
|
2023
Q4 | $2.29M | Buy |
20,480
+1,100
| +6% | +$123K | 0.95% | 25 |
|
|
2023
Q3 | $1.61M | Buy |
19,380
+740
| +4% | +$61.5K | 0.68% | 31 |
|
|
2023
Q2 | $1.59M | Buy |
18,640
+3,850
| +26% | +$329K | 0.69% | 27 |
|
|
2023
Q1 | $949K | Buy |
14,790
+4,090
| +38% | +$262K | 0.47% | 33 |
|
|
2022
Q4 | $598K | Buy |
10,700
+1,340
| +14% | +$74.9K | 0.31% | 35 |
|
|
2022
Q3 | $416K | Buy |
9,360
+5,390
| +136% | +$240K | 0.24% | 34 |
|
|
2022
Q2 | $193K | Buy |
3,970
+1,610
| +68% | +$78.3K | 0.11% | 43 |
|
|
2022
Q1 | $149K | Buy |
2,360
+410
| +21% | +$25.9K | 0.07% | 53 |
|
|
2021
Q4 | $130K | Buy |
+1,950
| New | +$130K | 0.07% | 61 |
|