Caldwell Investment 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 | $1.87M | Buy |
6,800
+3,200
| +89% | +$881K | 1.62% | 10 |
|
|
2025
Q1 | $605K | Sell |
3,600
-6,900
| -66% | -$1.16M | 0.45% | 29 |
|
|
2024
Q4 | $2.47M | Buy |
10,500
+6,200
| +144% | +$1.46M | 1.67% | 12 |
|
|
2024
Q3 | $742K | Sell |
4,300
-11,700
| -73% | -$2.02M | 0.52% | 29 |
|
|
2024
Q2 | $2.57M | Hold |
16,000
| – | – | 1.93% | 11 |
|
|
2024
Q1 | $2.12M | Sell |
16,000
-3,000
| -16% | -$397K | 1.58% | 14 |
|
|
2023
Q4 | $2.13M | Buy |
19,000
+6,000
| +46% | +$671K | 1.63% | 13 |
|
|
2023
Q3 | $1.07M | Sell |
13,000
-9,000
| -41% | -$743K | 1.04% | 22 |
|
|
2023
Q2 | $1.9M | Sell |
22,000
-16,000
| -42% | -$1.38M | 1.44% | 15 |
|
|
2023
Q1 | $2.44M | Buy |
38,000
+11,000
| +41% | +$705K | 2.42% | 10 |
|
|
2022
Q4 | $1.51M | Buy |
+27,000
| New | +$1.51M | 1.6% | 17 |
|
|
2022
Q3 | – | Sell |
-8,380
| Closed | -$407K | – | 27 |
|
|
2022
Q2 | $407K | Sell |
8,380
-8,140
| -49% | -$395K | 0.41% | 27 |
|
|
2022
Q1 | $1.04M | Sell |
16,520
-11,550
| -41% | -$729K | 0.83% | 24 |
|
|
2021
Q4 | $1.87M | Buy |
+28,070
| New | +$1.87M | 1.46% | 17 |
|