Sirios Capital 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
$17.1M Sell
62,190
-44,968
-42% -$12.4M 2.49% 13
2025
Q1
$17.9M Buy
107,158
+60,031
+127% +$10.1M 3.2% 10
2024
Q4
$10.9M Sell
47,127
-6,369
-12% -$1.48M 1.96% 17
2024
Q3
$9.23M Buy
+53,496
New +$9.23M 1.63% 21
2018
Q3
Sell
-915,740
Closed -$22.2M 56
2018
Q2
$22.2M Buy
+915,740
New +$22.2M 1.16% 26