Steamboat Capital Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
44,225
-35,775
-45% -$9.86M 3.47% 7
2025
Q1
$13.4M Sell
80,000
-6,437
-7% -$1.08M 4.05% 5
2024
Q4
$20M Sell
86,437
-1,752
-2% -$406K 6.19% 4
2024
Q3
$15.2M Sell
88,189
-1,811
-2% -$312K 4.8% 7
2024
Q2
$14.4M Sell
90,000
-33,500
-27% -$5.38M 5.3% 6
2024
Q1
$16.4M Buy
123,500
+1,860
+2% +$247K 5.64% 5
2023
Q4
$13.6M Buy
121,640
+930
+0.8% +$104K 5.1% 3
2023
Q3
$10M Sell
120,710
-19,720
-14% -$1.64M 3.72% 12
2023
Q2
$12.2M Sell
140,430
-59,570
-30% -$5.17M 4.2% 6
2023
Q1
$12.8M Sell
200,000
-101,040
-34% -$6.48M 4.25% 5
2022
Q4
$16.8M Buy
301,040
+50,870
+20% +$2.84M 6.83% 5
2022
Q3
$11.1M Sell
250,170
-99,830
-29% -$4.43M 5.51% 5
2022
Q2
$17.2M Buy
+350,000
New +$17.2M 5.91% 5
2019
Q3
Sell
-561,850
Closed -$16.2M 35
2019
Q2
$16.2M Buy
561,850
+295,280
+111% +$8.5M 4.24% 11
2019
Q1
$8.02M Sell
266,570
-250,000
-48% -$7.52M 2.87% 17
2018
Q4
$13.1M Buy
516,570
+214,700
+71% +$5.46M 5.61% 8
2018
Q3
$7.45M Buy
+301,870
New +$7.45M 3.24% 17