SAM
Silphium Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
17,605
+403
| +2% | +$111K | 1.73% | 19 |
|
|
2025
Q1 | $2.88M | Buy |
17,202
+12,022
| +232% | +$2.01M | 2.32% | 24 |
|
|
2024
Q4 | $1.2M | Buy |
+5,180
| New | +$1.2M | 0.4% | 45 |
|
|
2024
Q1 | – | Sell |
-17,724
| Closed | -$19.8M | – | 46 |
|
|
2023
Q4 | $19.8M | Buy |
+17,724
| New | +$19.8M | 10.54% | 2 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$2.42M | – | 49 |
|
|
2021
Q3 | $2.42M | Buy |
+5,000
| New | +$2.42M | 0.95% | 23 |
|