Broadcom shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 28k | 329.91 |
| 2021-12-31 | $1.4M | 2.2k | 665.41 |
| 2021-09-30 | $1.1M | 2.2k | 484.93 |
| 2021-06-30 | $1.0M | 2.2k | 476.84 |
| 2021-03-31 | $998k | 2.2k | 463.66 |
| 2020-12-31 | $943k | 2.2k | 437.85 |
| 2020-09-30 | $784k | 2.2k | 364.32 |
| 2020-06-30 | $688k | 2.2k | 315.61 |
| 2020-03-31 | $517k | 2.2k | 237.10 |
| 2019-12-31 | $689k | 2.2k | 316.02 |