Excalibur Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.26M Sell
2025
Q2
$1.99M Sell
2025
Q1
$1.23M Sell
2024
Q4
$1.72M Sell
2024
Q3
$1.29M Buy
2024
Q2
$1.1M Buy
2024
Q1
$790K Buy
2023
Q4
$662K Buy
2023
Q3
$417K Buy
2023
Q2
$431K Sell
2023
Q1
$359K Hold
2022
Q4
$313K Buy
2022
Q3
$246K Buy
2022
Q2
$215K Sell
2022
Q1
$290K Sell
2021
Q4
$308K Buy
2021
Q3
$216K Hold
2021
Q2
$212K Hold
2021
Q1
$206K Buy