Callan Family Office’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Buy |
144,923
+103,386
| +249% | +$28.5M | 1.26% | 10 |
|
|
2025
Q1 | $6.95M | Sell |
41,537
-12,704
| -23% | -$2.13M | 0.52% | 36 |
|
|
2024
Q4 | $12.6M | Buy |
54,241
+51,851
| +2,169% | +$12M | 0.8% | 23 |
|
|
2024
Q3 | $412K | Buy |
2,390
+290
| +14% | +$50K | 0.07% | 114 |
|
|
2024
Q2 | $337K | Buy |
+2,100
| New | +$337K | 0.06% | 111 |
|
|
2024
Q1 | – | Sell |
-1,820
| Closed | -$203K | – | 90 |
|
|
2023
Q4 | $203K | Buy |
+1,820
| New | +$203K | 0.05% | 99 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$206K | – | 90 |
|
|
2023
Q2 | $206K | Buy |
+2,380
| New | +$206K | 0.05% | 106 |
|