Stony Point Capital’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$54.5M	Buy	197,679 +36,913	+23%	+$10.2M	4.13%	14
2025 Q1	$26.9M	Buy	160,766 +103,568	+181%	+$17.3M	2.77%	14
2024 Q4	$13.3M	Hold	57,198	–	–	2.73%	10
2024 Q3	$9.87M	Buy	57,198 +1,368	+2%	+$236K	2.36%	19
2024 Q2	$8.96M	Buy	+55,830	New	+$8.96M	2.3%	17