Watchtower Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7M Sell
38,950
-10,000
-20% -$2.76M 6.36% 6
2025
Q1
$8.2M Sell
48,950
-21,050
-30% -$3.52M 5.95% 8
2024
Q4
$16.2M Sell
70,000
-85,471
-55% -$19.8M 9.19% 5
2024
Q3
$26.8M Sell
155,471
-121,729
-44% -$21M 12.43% 1
2024
Q2
$44.5M Sell
277,200
-50,000
-15% -$8.03M 28.69% 1
2024
Q1
$43.4M Sell
327,200
-2,500
-0.8% -$331K 24.07% 1
2023
Q4
$36.8M Buy
329,700
+190,330
+137% +$21.2M 24.71% 1
2023
Q3
$11.6M Buy
+139,370
New +$11.6M 11.43% 6