Caldwell Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
28,339
-1,392
|
|
||||
|
2025
Q1 | $4.98M | Sell |
29,731
-2,819
|
|
||||
|
2024
Q4 | $7.55M | Sell |
32,550
-35
|
|
||||
|
2024
Q3 | $5.62M | Buy |
32,585
+565
|
|
||||
|
2024
Q2 | $5.14M | Buy |
32,020
+4,180
|
|
||||
|
2024
Q1 | $3.69M | Buy |
27,840
+1,040
|
|
||||
|
2023
Q4 | $2.99M | Buy |
26,800
+360
|
|
||||
|
2023
Q3 | $2.2M | Buy |
26,440
+1,030
|
|
||||
|
2023
Q2 | $2.2M | Buy |
25,410
+1,390
|
|
||||
|
2023
Q1 | $1.54M | Buy |
24,020
+1,930
|
|
||||
|
2022
Q4 | $1.24M | Sell |
22,090
-640
|
|
||||
|
2022
Q3 | $1.01M | Buy |
22,730
+970
|
|
||||
|
2022
Q2 | $1.06M | Hold |
21,760
|
|
||||
|
2022
Q1 | $1.37M | Hold |
21,760
|
|
||||
|
2021
Q4 | $1.45M | Buy |
21,760
+70
|
|
||||
|
2021
Q3 | $1.05M | Buy |
21,690
+160
|
|
||||
|
2021
Q2 | $1.03M | Hold |
21,530
|
|
||||
|
2021
Q1 | $998K | Hold |
21,530
|
|
||||
|
2020
Q4 | $943K | Hold |
21,530
|
|
||||
|
2020
Q3 | $784K | Sell |
21,530
-280
|
|
||||
|
2020
Q2 | $688K | Hold |
21,810
|
|
||||
|
2020
Q1 | $517K | Hold |
21,810
|
|
||||
|
2019
Q4 | $689K | Buy |
+21,810
|
|