Broadcom shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.9M | 6.8k | 275.35 |
| 2025-03-31 | $605k | 3.6k | 168.07 |
| 2024-12-31 | $2.5M | 11k | 235.28 |
| 2024-09-30 | $742k | 4.3k | 172.61 |
| 2024-06-30 | $2.6M | 1.6k | 1603.13 |
| 2024-03-31 | $2.1M | 1.6k | 1323.73 |
| 2023-12-31 | $2.1M | 1.9k | 1118.72 |
| 2023-09-30 | $1.1M | 1.3k | 825.32 |
| 2023-06-30 | $1.9M | 2.2k | 862.60 |
| 2023-03-31 | $2.4M | 3.8k | 641.20 |
| 2022-12-31 | $1.5M | 2.7k | 559.98 |
| 2022-06-30 | $407k | 838 | 485.68 |
| 2022-03-31 | $1.0M | 1.7k | 631.36 |
| 2021-12-31 | $1.9M | 2.8k | 665.12 |
More positions owned by Caldwell Investment Management
View all positions for Caldwell Investment Management