Bergan Kdv Wealth Management, LLC Broadcom Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,734 shares of AVGO stock, worth $644,189. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,734

Previous 5,530 32.48%

Holding current value

$644,189

Previous $3.55 Million 8.71%

% of portfolio

0.32%

Previous 0.37%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$610.16 - $886.18 $1.1 Million - $1.59 Million	-1,796 Reduced 32.48%	3,734 $3.24 Million
Q1 2023 Apr 27, 2023	BUY	$553.48 - $643.71 $50,366 - $58,577	91 Added 1.67%	5,530 $3.55 Million
Q4 2022 Jan 31, 2023	SELL	$427.1 - $574.44 $29,897 - $40,210	-70 Reduced 1.27%	5,439 $3.04 Million
Q3 2022 Oct 24, 2022	BUY	$444.01 - $1748.97 $35,520 - $139,917	80 Added 1.47%	5,509 $2.45 Million
Q2 2022 Jul 13, 2022	BUY	$485.81 - $634.85 $14,088 - $18,410	29 Added 0.54%	5,429 $2.64 Million
Q1 2022 May 09, 2022	BUY	$533.23 - $670.92 $272,480 - $342,840	511 Added 10.45%	5,400 $3.4 Million
Q4 2021 Jan 28, 2022	SELL	$475.95 - $674.28 $94,238 - $133,507	-198 Reduced 3.89%	4,889 $3.25 Million
Q3 2021 Nov 12, 2021	SELL	$465.67 - $509.74 $9,313 - $10,194	-20 Reduced 0.39%	5,087 $2.47 Million
Q2 2021 Aug 10, 2021	SELL	$422.38 - $488.48 $12,249 - $14,165	-29 Reduced 0.56%	5,107 $2.44 Million
Q1 2021 May 11, 2021	SELL	$421.25 - $489.96 $118,792 - $138,168	-282 Reduced 5.2%	5,136 $2.38 Million
Q4 2020 Feb 04, 2021	SELL	$347.21 - $437.85 $96,177 - $121,284	-277 Reduced 4.86%	5,418 $2.37 Million
Q3 2020 Nov 05, 2020	SELL	$305.79 - $375.01 $230,259 - $282,382	-753 Reduced 11.68%	5,695 $2.08 Million
Q2 2020 Aug 13, 2020	BUY	$223.63 - $318.71 $16,101 - $22,947	72 Added 1.13%	6,448 $2.04 Million
Q1 2020 Apr 24, 2020	BUY	$167.87 - $324.7 $101,057 - $195,469	602 Added 10.43%	6,376 $1.51 Million
Q4 2019 Feb 10, 2020	SELL	$270.07 - $327.8 $64,006 - $77,688	-237 Reduced 3.94%	5,774 $1.83 Million
Q3 2019 Nov 08, 2019	BUY	$266.44 - $303.77 $1.58 Million - $1.8 Million	5,925 Added 6889.53%	6,011 $1.66 Million
Q2 2019 Aug 12, 2019	BUY	$251.64 - $320.53 $1,509 - $1,923	6 Added 7.5%	86 $25,000
Q1 2019 May 09, 2019	BUY	$230.96 - $300.71 $9,238 - $12,028	40 Added 100.0%	80 $24,000
Q4 2018 Feb 01, 2019	BUY	$211.5 - $258.3 $8,460 - $10,332	40 New	40 $10,000

Others Institutions Holding AVGO

# of Institutions

3,527

Shares Held

351M

Call Options Held

7.83M

Put Options Held

8.05M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $69.9B
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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Bergan Kdv Wealth Management, LLC Broadcom Inc. Transaction History