CI
Cavalier Investments’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
37,633
-4,704
| -11% | -$1.3M | 3.14% | 8 |
|
|
2025
Q1 | $7.09M | Buy |
42,337
+40,003
| +1,714% | +$6.7M | 2.41% | 14 |
|
|
2024
Q4 | $541K | Sell |
2,334
-49,244
| -95% | -$11.4M | 0.18% | 60 |
|
|
2024
Q3 | $8.9M | Buy |
51,578
+49,896
| +2,966% | +$8.61M | 2.73% | 7 |
|
|
2024
Q2 | $2.7M | Sell |
1,682
-2,463
| -59% | -$3.95M | 0.83% | 32 |
|
|
2024
Q1 | $5.49M | Buy |
4,145
+2,128
| +106% | +$2.82M | 2.01% | 11 |
|
|
2023
Q4 | $2.25M | Buy |
2,017
+48
| +2% | +$53.6K | 0.83% | 33 |
|
|
2023
Q3 | $1.64M | Buy |
1,969
+70
| +4% | +$58.1K | 0.64% | 45 |
|
|
2023
Q2 | $1.65M | Buy |
+1,899
| New | +$1.65M | 0.6% | 49 |
|
|
2017
Q4 | – | Sell |
-5,500
| Closed | -$1.33M | – | 138 |
|
|
2017
Q3 | $1.33M | Sell |
5,500
-1,400
| -20% | -$340K | 0.64% | 39 |
|
|
2017
Q2 | $1.51M | Hold |
6,900
| – | – | 0.84% | 19 |
|
|
2017
Q1 | $1.51M | Hold |
6,900
| – | – | 0.85% | 19 |
|
|
2016
Q4 | $1.22M | Hold |
6,900
| – | – | 0.79% | 17 |
|
|
2016
Q3 | $1.19M | Hold |
6,900
| – | – | 0.72% | 33 |
|
|
2016
Q2 | $1.07M | Sell |
6,900
-11,100
| -62% | -$1.72M | 0.63% | 30 |
|
|
2016
Q1 | $2.78M | Hold |
18,000
| – | – | 1.6% | 6 |
|
|
2015
Q4 | $2.61M | Buy |
18,000
+3,700
| +26% | +$537K | 1.55% | 11 |
|
|
2015
Q3 | $1.79M | Buy |
+14,300
| New | +$1.79M | 1.5% | 14 |
|