Sitrin 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 | $6.8M | Buy |
24,685
+2,805
| +13% | +$773K | 3.47% | 13 |
|
2025
Q1 | $3.66M | Buy |
+21,880
| New | +$3.66M | 1.98% | 29 |
|
2020
Q1 | – | Sell |
-166,450
| Closed | -$5.26M | – | 36 |
|
2019
Q4 | $5.26M | Buy |
166,450
+2,290
| +1% | +$72.4K | 2.69% | 24 |
|
2019
Q3 | $4.53M | Sell |
164,160
-1,030
| -0.6% | -$28.4K | 2.47% | 28 |
|
2019
Q2 | $4.76M | Sell |
165,190
-1,590
| -1% | -$45.8K | 2.53% | 27 |
|
2019
Q1 | $5.02M | Buy |
+166,780
| New | +$5.02M | 2.69% | 25 |
|