Sustainable Insight 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
$14.8M Sell
53,604
-24,744
-32% -$6.82M 6.69% 5
2025
Q1
$13.1M Buy
78,348
+8,616
+12% +$1.44M 6.53% 2
2024
Q4
$16.2M Sell
69,732
-19,788
-22% -$4.59M 7.07% 2
2024
Q3
$15.4M Sell
89,520
-6,200
-6% -$1.07M 7% 2
2024
Q2
$15.4M Buy
95,720
+20,430
+27% +$3.28M 7.7% 2
2024
Q1
$9.98M Sell
75,290
-4,000
-5% -$530K 7.2% 2
2023
Q4
$8.85M Buy
79,290
+19,820
+33% +$2.21M 7.21% 1
2023
Q3
$4.94M Buy
59,470
+1,280
+2% +$106K 4.84% 1
2023
Q2
$5.05M Sell
58,190
-23,770
-29% -$2.06M 4.68% 1
2023
Q1
$5.26M Buy
81,960
+77,040
+1,566% +$4.94M 5.28% 2
2022
Q4
$275K Sell
4,920
-5,870
-54% -$328K 0.31% 74
2022
Q3
$479K Sell
10,790
-560
-5% -$24.9K 0.56% 43
2022
Q2
$578K Sell
11,350
-110,740
-91% -$5.64M 0.58% 44
2022
Q1
$7.69M Buy
122,090
+114,080
+1,424% +$7.18M 5.47% 1
2021
Q4
$533K Sell
8,010
-114,250
-93% -$7.6M 0.29% 44
2021
Q3
$5.93M Sell
122,260
-34,960
-22% -$1.7M 3.81% 6
2021
Q2
$7.5M Buy
157,220
+150,990
+2,424% +$7.2M 4.44% 5
2021
Q1
$289K Sell
6,230
-157,300
-96% -$7.3M 0.19% 84
2020
Q4
$7.16M Buy
+163,530
New +$7.16M 4.88% 1
2020
Q1
$3.5M Buy
147,730
+54,690
+59% +$1.3M 4.89% 3
2019
Q4
$2.94M Sell
93,040
-28,880
-24% -$913K 3.03% 4
2019
Q3
$3.37M Buy
121,920
+12,830
+12% +$354K 3.85% 5
2019
Q2
$3.14M Buy
109,090
+45,090
+70% +$1.3M 3.66% 7
2019
Q1
$1.93M Buy
64,000
+40,000
+167% +$1.2M 2.48% 7
2018
Q4
$610K Sell
24,000
-53,000
-69% -$1.35M 0.79% 33
2018
Q3
$1.9M Buy
77,000
+36,940
+92% +$912K 1.24% 23
2018
Q2
$972K Buy
+40,060
New +$972K 0.37% 45
2018
Q1
Sell
-570,000
Closed -$14.6M 74
2017
Q4
$14.6M Buy
570,000
+8,000
+1% +$206K 5.54% 5
2017
Q3
$13.6M Buy
562,000
+409,000
+267% +$9.92M 6.15% 5
2017
Q2
$3.57M Buy
+153,000
New +$3.57M 1.67% 19