Baker Tilly Wealth Management, LLC Broadcom Inc. Transaction History

Baker Tilly Wealth Management, LLC

$542 Million
Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,265 shares of AVGO stock, worth $2.19 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,265

Previous 1,271 0.47%

Holding current value

$2.19 Million

Previous $1.42 Million 18.19%

% of portfolio

0.31%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$1049.01 - $1407.01 $6,294 - $8,442	-6 Reduced 0.47%	1,265 $1.68 Million
Q4 2023 Jan 10, 2024	SELL	$814.83 - $1147.0 $171,929 - $242,017	-211 Reduced 14.24%	1,271 $1.42 Million
Q3 2023 Oct 10, 2023	SELL	$808.36 - $922.89 $1.66 Million - $1.9 Million	-2,058 Reduced 58.14%	1,482 $1.23 Million
Q2 2023 Jul 20, 2023	SELL	$610.16 - $886.18 $214,166 - $311,049	-351 Reduced 9.02%	3,540 $3.07 Million
Q1 2023 Apr 12, 2023	BUY	$553.48 - $643.71 $57,561 - $66,945	104 Added 2.75%	3,891 $2.5 Million

Q4 2022 Jan 26, 2023	BUY	$427.1 - $574.44 $157,172 - $211,393	368 Added 10.76%	3,787 $0
Q3 2022 Oct 20, 2022	SELL	$444.01 - $1748.97 $6,660 - $26,234	-15 Reduced 0.44%	3,419 $1.52 Million
Q2 2022 Jul 28, 2022	BUY	$485.81 - $634.85 $117,566 - $153,633	242 Added 7.58%	3,434 $1.67 Million
Q1 2022 Apr 27, 2022	SELL	$533.23 - $670.92 $49,057 - $61,724	-92 Reduced 2.8%	3,192 $2.01 Million
Q4 2021 Feb 08, 2022	BUY	$475.95 - $674.28 $151,828 - $215,095	319 Added 10.76%	3,284 $2.19 Million
Q3 2021 Nov 02, 2021	BUY	$465.67 - $509.74 $219,330 - $240,087	471 Added 18.89%	2,965 $1.44 Million
Q2 2021 Jul 30, 2021	BUY	$422.38 - $488.48 $50,263 - $58,129	119 Added 5.01%	2,494 $1.19 Million
Q1 2021 Apr 28, 2021	BUY	$421.25 - $489.96 $547,203 - $636,458	1,299 Added 120.72%	2,375 $1.1 Million
Q4 2020 Feb 03, 2021	BUY	$347.21 - $437.85 $373,597 - $471,126	1,076 New	1,076 $471,000

Others Institutions Holding AVGO

# of Institutions

3,277

Shares Held

342M

Call Options Held

7.53M

Put Options Held

8.08M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $700B
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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Baker Tilly Wealth Management, LLC Broadcom Inc. Transaction History