CAL
Capital Advisors Ltd’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
7,081
-24
| -0.3% | -$6.62K | 0.24% | 62 |
|
|
2025
Q1 | $1.19M | Buy |
7,105
+239
| +3% | +$40K | 0.16% | 84 |
|
|
2024
Q4 | $1.59M | Buy |
6,866
+83
| +1% | +$19.2K | 0.2% | 71 |
|
|
2024
Q3 | $1.17M | Buy |
6,783
+6,121
| +925% | +$1.06M | 0.15% | 88 |
|
|
2024
Q2 | $1.06M | Buy |
662
+27
| +4% | +$43.4K | 0.14% | 93 |
|
|
2024
Q1 | $842K | Buy |
635
+125
| +25% | +$166K | 0.11% | 113 |
|
|
2023
Q4 | $569K | Hold |
510
| – | – | 0.08% | 134 |
|
|
2023
Q3 | $424K | Hold |
510
| – | – | 0.07% | 166 |
|
|
2023
Q2 | $442K | Buy |
510
+157
| +44% | +$136K | 0.07% | 164 |
|
|
2023
Q1 | $226K | Sell |
353
-141
| -29% | -$90.3K | 0.04% | 220 |
|
|
2022
Q4 | $189K | Buy |
494
+149
| +43% | +$57K | 0.03% | 245 |
|
|
2022
Q3 | $153K | Buy |
345
+5
| +1% | +$2.22K | 0.03% | 265 |
|
|
2022
Q2 | $165K | Buy |
340
+6
| +2% | +$2.91K | 0.03% | 260 |
|
|
2022
Q1 | $210K | Buy |
334
+49
| +17% | +$30.8K | 0.03% | 223 |
|
|
2021
Q4 | $190K | Buy |
285
+73
| +34% | +$48.7K | 0.03% | 231 |
|
|
2021
Q3 | $103K | Buy |
212
+175
| +473% | +$85K | 0.02% | 274 |
|
|
2021
Q2 | $18K | Hold |
37
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $17K | Hold |
37
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $16K | Hold |
37
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $13K | Hold |
37
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $12K | Hold |
37
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 373 |
|