TwinBeech Capital’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-308,461	Closed	-$71.5M	–	707
2024 Q4	$71.5M	Buy	+308,461	New	+$71.5M	1.22%	3
2023 Q2	–	Sell	-974,080	Closed	-$62.5M	–	590
2023 Q1	$62.5M	Buy	+974,080	New	+$62.5M	1.27%	5