Callan Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.81M | Buy |
16,787
+1,929
| +13% | +$323K | 0.21% | 64 |
|
|
2024
Q4 | $3.44M | Buy |
14,858
+380
| +3% | +$88.1K | 0.25% | 57 |
|
|
2024
Q3 | $2.5M | Buy |
14,478
+2,698
| +23% | +$465K | 0.17% | 65 |
|
|
2024
Q2 | $1.89M | Buy |
11,780
+1,510
| +15% | +$243K | 0.16% | 69 |
|
|
2024
Q1 | $1.36M | Buy |
10,270
+2,920
| +40% | +$387K | 0.12% | 85 |
|
|
2023
Q4 | $820K | Buy |
7,350
+880
| +14% | +$98.2K | 0.08% | 104 |
|
|
2023
Q3 | $537K | Buy |
6,470
+1,690
| +35% | +$140K | 0.06% | 117 |
|
|
2023
Q2 | $415K | Sell |
4,780
-850
| -15% | -$73.7K | 0.05% | 116 |
|
|
2023
Q1 | $361K | Sell |
5,630
-130
| -2% | -$8.34K | 0.04% | 131 |
|
|
2022
Q4 | $322K | Buy |
5,760
+270
| +5% | +$15.1K | 0.04% | 138 |
|
|
2022
Q3 | $244K | Buy |
+5,490
| New | +$244K | 0.04% | 118 |
|