A detailed history of Caldwell Investment Management Ltd. transactions in Broadcom Inc. stock. As of the latest transaction made, Caldwell Investment Management Ltd. holds 1,600 shares of AVGO stock, worth $269,840. This represents 2.07% of its overall portfolio holdings.

Number of Shares
1,600
Previous 1,600 -0.0%
Holding current value
$269,840
Previous $2.12 Million 21.13%
% of portfolio
2.07%
Previous 1.73%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$1049.01 - $1407.01 $314,703 - $422,103
-300 Reduced 15.79%
1,600 $2.12 Million
Q4 2023

Jan 11, 2024

BUY
$814.83 - $1147.0 $488,898 - $688,200
600 Added 46.15%
1,900 $2.12 Million
Q3 2023

Oct 25, 2023

SELL
$808.36 - $922.89 $727,524 - $830,601
-900 Reduced 40.91%
1,300 $1.08 Million
Q2 2023

Jul 19, 2023

SELL
$610.16 - $886.18 $976,256 - $1.42 Million
-1,600 Reduced 42.11%
2,200 $1.91 Million
Q1 2023

May 15, 2023

BUY
$553.48 - $643.71 $608,828 - $708,081
1,100 Added 40.74%
3,800 $2.44 Million
Q4 2022

Feb 01, 2023

BUY
$427.1 - $574.44 $1.15 Million - $1.55 Million
2,700 New
2,700 $1.51 Million
Q2 2022

Jul 25, 2022

SELL
$485.81 - $634.85 $395,449 - $516,767
-814 Reduced 49.27%
838 $407,000
Q1 2022

Apr 29, 2022

SELL
$533.23 - $670.92 $615,880 - $774,912
-1,155 Reduced 41.15%
1,652 $1.04 Million
Q4 2021

Feb 11, 2022

BUY
$475.95 - $674.28 $1.34 Million - $1.89 Million
2,807 New
2,807 $1.87 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $68.3B
  • Description
  • Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...
More about AVGO
Track This Portfolio

Track Caldwell Investment Management Ltd. Portfolio

Follow Caldwell Investment Management Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Investment Management Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Investment Management Ltd. with notifications on news.