A detailed history of Beta Wealth Group, Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 140 shares of AVGO stock, worth $224,774. This represents 0.1% of its overall portfolio holdings.

Number of Shares
140
Previous 206 32.04%
Holding current value
$224,774
Previous $229,000 19.21%
% of portfolio
0.1%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$1049.01 - $1407.01 $69,234 - $92,862
-66 Reduced 32.04%
140 $185,000
Q4 2023

Feb 09, 2024

BUY
$814.83 - $1147.0 $167,854 - $236,282
206 New
206 $229,000
Q2 2023

Aug 11, 2023

SELL
$610.16 - $886.18 $44,541 - $64,691
-73 Reduced 20.68%
280 $242,000
Q1 2023

May 09, 2023

BUY
$553.48 - $643.71 $195,378 - $227,229
353 New
353 $226,000
Q3 2021

Nov 12, 2021

SELL
$465.67 - $509.74 $206,291 - $225,814
-443 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
$422.38 - $488.48 $7,180 - $8,304
-17 Reduced 3.7%
443 $212,000
Q1 2021

May 11, 2021

BUY
$421.25 - $489.96 $193,775 - $225,381
460 New
460 $213,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $650B
  • 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-...
More about AVGO
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.