A detailed history of Capital Advisors Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,522 shares of AVGO stock, worth $2.59 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,522
Previous 1,385 9.89%
Holding current value
$2.59 Million
Previous $1.55 Million 30.47%
% of portfolio
0.42%
Previous 0.35%

Shares

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

Apr 12, 2024

BUY
$1049.01 - $1407.01 $143,714 - $192,760
137 Added 9.89%
1,522 $2.02 Million
Q4 2023

Jan 08, 2024

SELL
$814.83 - $1147.0 $620,900 - $874,014
-762 Reduced 35.49%
1,385 $1.55 Million
Q3 2023

Oct 10, 2023

BUY
$808.36 - $922.89 $147,929 - $168,888
183 Added 9.32%
2,147 $1.78 Million
Q2 2023

Jul 11, 2023

BUY
$610.16 - $886.18 $135,455 - $196,731
222 Added 12.74%
1,964 $1.7 Million
Q1 2023

Apr 14, 2023

BUY
$553.48 - $643.71 $30,441 - $35,404
55 Added 3.26%
1,742 $1.12 Million
Q4 2022

Feb 09, 2023

BUY
$427.1 - $574.44 $120,015 - $161,417
281 Added 19.99%
1,687 $943,000
Q3 2022

Nov 14, 2022

BUY
$444.01 - $1748.97 $150,963 - $594,649
340 Added 31.89%
1,406 $624,000
Q2 2022

Aug 04, 2022

BUY
$485.81 - $634.85 $344,925 - $450,743
710 Added 199.44%
1,066 $518,000
Q1 2022

May 09, 2022

BUY
$533.23 - $670.92 $17,063 - $21,469
32 Added 9.88%
356 $224,000
Q4 2021

Feb 04, 2022

BUY
$475.95 - $674.28 $154,207 - $218,466
324 New
324 $216,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $690B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.