Caliber Wealth Management (Utah)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.44M | Sell |
33,480
-1,470
| -4% | -$195K | 2.36% | 7 |
|
|
2023
Q4 | $3.9M | Buy |
34,950
+1,300
| +4% | +$145K | 2.29% | 9 |
|
|
2023
Q3 | $2.8M | Buy |
33,650
+1,270
| +4% | +$105K | 1.88% | 12 |
|
|
2023
Q2 | $2.81M | Sell |
32,380
-3,160
| -9% | -$274K | 1.88% | 11 |
|
|
2023
Q1 | $2.28M | Sell |
35,540
-1,480
| -4% | -$94.9K | 1.71% | 15 |
|
|
2022
Q4 | $2.07M | Buy |
37,020
+1,500
| +4% | +$83.9K | 1.58% | 19 |
|
|
2022
Q3 | $1.58M | Buy |
35,520
+4,110
| +13% | +$182K | 1.25% | 36 |
|
|
2022
Q2 | $1.53M | Buy |
+31,410
| New | +$1.53M | 1.19% | 39 |
|