Caldwell Sutter Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
1,592
-216
| -12% | -$59.5K | 0.2% | 121 |
|
|
2025
Q1 | $303K | Sell |
1,808
-202
| -10% | -$33.8K | 0.14% | 154 |
|
|
2024
Q4 | $466K | Buy |
2,010
+32
| +2% | +$7.42K | 0.22% | 116 |
|
|
2024
Q3 | $341K | Sell |
1,978
-432
| -18% | -$74.5K | 0.16% | 141 |
|
|
2024
Q2 | $387K | Buy |
2,410
+160
| +7% | +$25.7K | 0.19% | 126 |
|
|
2024
Q1 | $298K | Sell |
2,250
-410
| -15% | -$54.4K | 0.14% | 152 |
|
|
2023
Q4 | $297K | Sell |
2,660
-140
| -5% | -$15.6K | 0.15% | 141 |
|
|
2023
Q3 | $233K | Sell |
2,800
-600
| -18% | -$49.8K | 0.13% | 158 |
|
|
2023
Q2 | $295K | Buy |
3,400
+1,140
| +50% | +$98.9K | 0.15% | 140 |
|
|
2023
Q1 | $145K | Buy |
+2,260
| New | +$145K | 0.11% | 161 |
|