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