Caldwell Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.21M | Sell |
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|
2025
Q2 | $7.81M | Sell |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $5.62M | Buy |
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|
2024
Q2 | $5.14M | Buy |
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|
2024
Q1 | $3.69M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.37M | Hold |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $998K | Hold |
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|
2020
Q4 | $943K | Hold |
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|
2020
Q3 | $784K | Sell |
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|
2020
Q2 | $688K | Hold |
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|
2020
Q1 | $517K | Hold |
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|
2019
Q4 | $689K | Buy |
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