Rheos Capital Works’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4M | Buy |
212,000
+54,000
| +34% | +$14.9M | 3.36% | 8 |
|
|
2025
Q1 | $26.5M | Buy |
158,000
+16,000
| +11% | +$2.68M | 2.15% | 15 |
|
|
2024
Q4 | $32.9M | Buy |
142,000
+70,000
| +97% | +$16.2M | 1.82% | 12 |
|
|
2024
Q3 | $12.4M | Buy |
72,000
+20,000
| +38% | +$3.45M | 0.65% | 51 |
|
|
2024
Q2 | $8.35M | Sell |
52,000
-111,000
| -68% | -$17.8M | 0.44% | 67 |
|
|
2024
Q1 | $21.6M | Buy |
163,000
+50,000
| +44% | +$6.63M | 1.03% | 26 |
|
|
2023
Q4 | $12.6M | Hold |
113,000
| – | – | 0.7% | 47 |
|
|
2023
Q3 | $9.39M | Buy |
+113,000
| New | +$9.39M | 0.57% | 57 |
|