Capital Planning Advisors, LLC Broadcom Inc. Transaction History

Capital Planning Advisors, LLC

$555 Million
Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,367 shares of AVGO stock, worth $4.03 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

2,367

Previous 2,339 1.2%

Holding current value

$4.03 Million

Previous $2.61 Million 20.19%

% of portfolio

0.57%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$1049.01 - $1407.01 $29,372 - $39,396	28 Added 1.2%	2,367 $3.14 Million
Q4 2023 Feb 12, 2024	SELL	$814.83 - $1147.0 $116,520 - $164,021	-143 Reduced 5.76%	2,339 $2.61 Million
Q3 2023 Oct 30, 2023	SELL	$808.36 - $922.89 $10,508 - $11,997	-13 Reduced 0.52%	2,482 $2.06 Million
Q2 2023 Aug 01, 2023	SELL	$610.16 - $886.18 $26,847 - $38,991	-44 Reduced 1.73%	2,495 $2.16 Million
Q1 2023 May 15, 2023	SELL	$553.48 - $643.71 $67,524 - $78,532	-122 Reduced 4.58%	2,539 $1.63 Million

Q4 2022 Feb 09, 2023	BUY	$427.1 - $574.44 $486,039 - $653,712	1,138 Added 74.72%	2,661 $1.49 Million
Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $402,273 - $1.58 Million	906 Added 146.84%	1,523 $676,000
Q2 2022 Aug 10, 2022	SELL	$485.81 - $634.85 $7,772 - $10,157	-16 Reduced 2.53%	617 $300,000
Q1 2022 May 10, 2022	BUY	$533.23 - $670.92 $13,330 - $16,773	25 Added 4.11%	633 $399,000
Q4 2021 Feb 14, 2022	BUY	$475.95 - $674.28 $27,129 - $38,433	57 Added 10.34%	608 $405,000
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $232,731 - $269,152	551 New	551 $263,000
Q3 2018 Nov 14, 2018	SELL	$202.46 - $250.56 $1.22 Million - $1.5 Million	-6,003 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$225.25 - $270.23 $1.35 Million - $1.62 Million	6,003 New	6,003 $1.46 Million

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 $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-...

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Capital Planning Advisors, LLC Broadcom Inc. Transaction History