CWM
Calamos Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5M | Buy |
201,249
+28,498
| +16% | +$7.86M | 2.35% | 11 |
|
|
2025
Q1 | $28.9M | Buy |
172,751
+7,887
| +5% | +$1.32M | 1.44% | 14 |
|
|
2024
Q4 | $38.2M | Buy |
164,864
+14,089
| +9% | +$3.27M | 1.91% | 12 |
|
|
2024
Q3 | $26M | Buy |
150,775
+134,681
| +837% | +$23.2M | 1.33% | 14 |
|
|
2024
Q2 | $25.8M | Buy |
16,094
+214
| +1% | +$344K | 1.38% | 15 |
|
|
2024
Q1 | $21M | Buy |
15,880
+165
| +1% | +$219K | 1.18% | 19 |
|
|
2023
Q4 | $17.5M | Sell |
15,715
-190
| -1% | -$212K | 1.1% | 17 |
|
|
2023
Q3 | $13.2M | Sell |
15,905
-954
| -6% | -$792K | 1% | 20 |
|
|
2023
Q2 | $14.6M | Sell |
16,859
-191
| -1% | -$166K | 1.07% | 17 |
|
|
2023
Q1 | $10.9M | Buy |
17,050
+557
| +3% | +$357K | 0.86% | 23 |
|
|
2022
Q4 | $9.22M | Buy |
16,493
+2,385
| +17% | +$1.33M | 0.72% | 37 |
|
|
2022
Q3 | $6.26M | Buy |
14,108
+2,166
| +18% | +$962K | 0.54% | 49 |
|
|
2022
Q2 | $5.8M | Buy |
11,942
+9,271
| +347% | +$4.5M | 0.51% | 51 |
|
|
2022
Q1 | $1.68M | Sell |
2,671
-25
| -0.9% | -$15.7K | 0.13% | 120 |
|
|
2021
Q4 | $1.79M | Buy |
2,696
+1,589
| +144% | +$1.06M | 0.13% | 118 |
|
|
2021
Q3 | $537K | Sell |
1,107
-11,232
| -91% | -$5.45M | 0.04% | 218 |
|
|
2021
Q2 | $5.88M | Sell |
12,339
-2,056
| -14% | -$980K | 0.46% | 52 |
|
|
2021
Q1 | $6.67M | Buy |
14,395
+295
| +2% | +$137K | 0.55% | 48 |
|
|
2020
Q4 | $6.17M | Buy |
14,100
+545
| +4% | +$239K | 0.56% | 52 |
|
|
2020
Q3 | $4.94M | Buy |
13,555
+212
| +2% | +$77.2K | 0.56% | 50 |
|
|
2020
Q2 | $4.21M | Buy |
13,343
+10,840
| +433% | +$3.42M | 0.53% | 53 |
|
|
2020
Q1 | $593K | Sell |
2,503
-542
| -18% | -$128K | 0.09% | 131 |
|
|
2019
Q4 | $962K | Sell |
3,045
-68
| -2% | -$21.5K | 0.11% | 123 |
|
|
2019
Q3 | $859K | Sell |
3,113
-1,797
| -37% | -$496K | 0.11% | 129 |
|
|
2019
Q2 | $1.41M | Sell |
4,910
-662
| -12% | -$191K | 0.19% | 88 |
|
|
2019
Q1 | $1.68M | Sell |
5,572
-9,559
| -63% | -$2.88M | 0.24% | 83 |
|
|
2018
Q4 | $3.85M | Sell |
15,131
-3,381
| -18% | -$860K | 0.58% | 47 |
|
|
2018
Q3 | $4.57M | Sell |
18,512
-1,305
| -7% | -$322K | 0.57% | 55 |
|
|
2018
Q2 | $4.81M | Sell |
19,817
-484
| -2% | -$117K | 0.6% | 58 |
|
|
2018
Q1 | $4.78M | Buy |
20,301
+578
| +3% | +$136K | 0.6% | 61 |
|
|
2017
Q4 | $5.07M | Sell |
19,723
-30
| -0.2% | -$7.71K | 0.66% | 55 |
|
|
2017
Q3 | $4.79M | Buy |
19,753
+4,370
| +28% | +$1.06M | 0.66% | 49 |
|
|
2017
Q2 | $3.59M | Sell |
15,383
-350
| -2% | -$81.6K | 0.51% | 61 |
|
|
2017
Q1 | $3.45M | Buy |
15,733
+7,478
| +91% | +$1.64M | 0.52% | 61 |
|
|
2016
Q4 | $1.46M | Sell |
8,255
-296
| -3% | -$52.3K | 0.23% | 125 |
|
|
2016
Q3 | $1.48M | Buy |
8,551
+293
| +4% | +$50.5K | 0.25% | 123 |
|
|
2016
Q2 | $1.28M | Buy |
+8,258
| New | +$1.28M | 0.23% | 138 |
|
|
2015
Q3 | – | Sell |
-6,117
| Closed | -$813K | – | 247 |
|
|
2015
Q2 | $813K | Buy |
+6,117
| New | +$813K | 0.19% | 157 |
|