Excalibur Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
7,221
-137
| -2% | -$37.8K | 0.75% | 35 |
|
|
2025
Q1 | $1.23M | Sell |
7,358
-49
| -0.7% | -$8.2K | 0.48% | 58 |
|
|
2024
Q4 | $1.72M | Sell |
7,407
-60
| -0.8% | -$13.9K | 0.68% | 36 |
|
|
2024
Q3 | $1.29M | Buy |
7,467
+587
| +9% | +$101K | 0.49% | 58 |
|
|
2024
Q2 | $1.1M | Buy |
6,880
+920
| +15% | +$148K | 0.45% | 62 |
|
|
2024
Q1 | $790K | Buy |
5,960
+30
| +0.5% | +$3.98K | 0.33% | 77 |
|
|
2023
Q4 | $662K | Buy |
5,930
+910
| +18% | +$102K | 0.31% | 80 |
|
|
2023
Q3 | $417K | Buy |
5,020
+50
| +1% | +$4.15K | 0.22% | 98 |
|
|
2023
Q2 | $431K | Sell |
4,970
-620
| -11% | -$53.8K | 0.22% | 96 |
|
|
2023
Q1 | $359K | Hold |
5,590
| – | – | 0.19% | 107 |
|
|
2022
Q4 | $313K | Buy |
5,590
+50
| +0.9% | +$2.8K | 0.16% | 118 |
|
|
2022
Q3 | $246K | Buy |
5,540
+1,120
| +25% | +$49.7K | 0.14% | 125 |
|
|
2022
Q2 | $215K | Sell |
4,420
-190
| -4% | -$9.24K | 0.11% | 138 |
|
|
2022
Q1 | $290K | Sell |
4,610
-20
| -0.4% | -$1.26K | 0.13% | 132 |
|
|
2021
Q4 | $308K | Buy |
4,630
+180
| +4% | +$12K | 0.12% | 132 |
|
|
2021
Q3 | $216K | Hold |
4,450
| – | – | 0.09% | 149 |
|
|
2021
Q2 | $212K | Hold |
4,450
| – | – | 0.1% | 151 |
|
|
2021
Q1 | $206K | Buy |
+4,450
| New | +$206K | 0.1% | 148 |
|