Baker Tilly Wealth Management, LLC Broadcom Inc. Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

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 8,451 shares of AVGO stock, worth $3.01 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

8,451

Previous 7,649 10.49%

Holding current value

$3.01 Million

Previous $2.11 Million 32.26%

% of portfolio

0.65%

Previous 0.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$264.74 - $369.57 $212,321 - $296,395	802 Added 10.49%	8,451 $2.79 Million
Q2 2025 Jul 10, 2025	SELL	$146.29 - $275.65 $94,942 - $178,896	-649 Reduced 7.82%	7,649 $2.11 Million
Q1 2025 Apr 09, 2025	BUY	$167.43 - $244.7 $18,417 - $26,917	110 Added 1.34%	8,298 $1.39 Million
Q4 2024 Jan 10, 2025	BUY	$159.67 - $250.0 $32,093 - $50,250	201 Added 2.52%	8,188 $1.9 Million
Q3 2024 Oct 24, 2024	BUY	$136.27 - $1745.86 $969,288 - $12.4 Million	7,113 Added 813.84%	7,987 $1.38 Million
Q2 2024 Jul 18, 2024	SELL	$1204.71 - $1828.87 $471,041 - $715,088	-391 Reduced 30.91%	874 $1.4 Million
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

4,601

Shares Held

3.17B

Call Options Held

68.7M

Put Options Held

77.3M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $144B
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