Caldwell Trust CO Broadcom Inc. Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Broadcom Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 27,921 shares of AVGO stock, worth $9.76 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

27,921

Previous 28,339 1.47%

Holding current value

$9.76 Million

Previous $7.81 Billion 17.92%

% of portfolio

0.86%

Previous 0.78%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$264.74 - $369.57 $110,661 - $154,480	-418 Reduced 1.47%	27,921 $9.21 Billion
Q2 2025 Sep 22, 2025	BUY	$146.29 - $275.65 $4.15 Million - $7.81 Million	28,339 New	28,339 $7.81 Billion
Q1 2025 Sep 23, 2025	BUY	$167.43 - $244.7 $233,062 - $340,622	1,392 Added 4.91%	29,731 $4.98 Billion
Q4 2024 Sep 24, 2025	SELL	$159.67 - $250.0 $5,588 - $8,750	-35 Reduced 0.11%	32,550 $7.55 Billion
Q3 2024 Sep 24, 2025	BUY	$136.27 - $1745.86 $4 Million - $51.3 Million	29,383 Added 917.65%	32,585 $5.62 Billion
Q2 2024 Sep 24, 2025	BUY	$1204.71 - $1828.87 $503,568 - $764,467	418 Added 15.01%	3,202 $5.14 Billion
Q1 2024 Sep 24, 2025	SELL	$1049.01 - $1407.01 $26.8 Million - $36 Million	-25,555 Reduced 90.18%	2,784 $3.69 Billion
Q4 2023 Oct 01, 2025	BUY	$814.83 - $1147.0 $29,333 - $41,292	36 Added 1.36%	2,680 $2.99 Billion
Q3 2023 Oct 01, 2025	BUY	$808.36 - $922.89 $83,261 - $95,057	103 Added 4.05%	2,644 $2.2 Billion
Q2 2023 Oct 01, 2025	BUY	$610.16 - $886.18 $84,812 - $123,179	139 Added 5.79%	2,541 $2.2 Billion
Q1 2023 Oct 01, 2025	SELL	$553.48 - $643.71 $14.4 Million - $16.7 Million	-25,937 Reduced 91.52%	2,402 $1.54 Billion
Q4 2022 Oct 01, 2025	SELL	$427.1 - $574.44 $27,334 - $36,764	-64 Reduced 2.82%	2,209 $1.24 Billion
Q3 2022 Oct 01, 2025	SELL	$444.01 - $1748.97 $11.6 Million - $45.6 Million	-26,066 Reduced 91.98%	2,273 $1.01 Billion
Q1 2022 Oct 01, 2025	SELL	$533.23 - $670.92 $14 Million - $17.6 Million	-26,163 Reduced 92.32%	2,176 $1.37 Billion
Q4 2021 Oct 02, 2025	BUY	$475.95 - $674.28 $3,331 - $4,719	7 Added 0.32%	2,176 $1.45 Billion
Q3 2021 Oct 02, 2025	BUY	$465.67 - $509.74 $7,450 - $8,155	16 Added 0.74%	2,169 $1.05 Billion
Q1 2021 Oct 02, 2025	SELL	$421.25 - $489.96 $11 Million - $12.8 Million	-26,186 Reduced 92.4%	2,153 $998 Million
Q4 2020 Oct 02, 2025	SELL	$347.21 - $437.85 $9.09 Million - $11.5 Million	-26,186 Reduced 92.4%	2,153 $943 Million
Q3 2020 Oct 02, 2025	SELL	$305.79 - $375.01 $8,562 - $10,500	-28 Reduced 1.28%	2,153 $784 Million
Q1 2020 Oct 02, 2025	SELL	$167.87 - $324.7 $4.39 Million - $8.49 Million	-26,158 Reduced 92.3%	2,181 $517 Million
Q4 2019 Oct 06, 2025	SELL	$270.07 - $327.8 $7.06 Million - $8.57 Million	-26,158 Reduced 92.3%	2,181 $689 Million

Others Institutions Holding AVGO

# of Institutions

4,730

Shares Held

3.16B

Call Options Held

69.1M

Put Options Held

78.1M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $142B
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-...

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Caldwell Trust CO Broadcom Inc. Transaction History