Capstone Wealth Management Group, LLC Broadcom Inc. Transaction History

Capstone Wealth Management Group, LLC

$154 Million
Q2 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 3,687 shares of AVGO stock, worth $636,708. This represents 3.85% of its overall portfolio holdings.

Number of Shares

3,687

Previous 3,502 5.28%

Holding current value

$636,708

Previous $4.64 Million 27.54%

% of portfolio

3.85%

Previous 3.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$1204.71 - $1828.87 $222,871 - $338,340	185 Added 5.28%	3,687 $5.92 Million
Q1 2024 Apr 18, 2024	BUY	$1049.01 - $1407.01 $18,882 - $25,326	18 Added 0.52%	3,502 $4.64 Million
Q4 2023 Jan 11, 2024	BUY	$814.83 - $1147.0 $104,298 - $146,816	128 Added 3.81%	3,484 $3.89 Million
Q3 2023 Nov 09, 2023	SELL	$808.36 - $922.89 $86,494 - $98,749	-107 Reduced 3.09%	3,356 $2.79 Million
Q2 2023 Jul 27, 2023	SELL	$610.16 - $886.18 $491,788 - $714,261	-806 Reduced 18.88%	3,463 $3 Million
Q1 2023 Apr 13, 2023	SELL	$553.48 - $643.71 $96,305 - $112,005	-174 Reduced 3.92%	4,269 $2.74 Million
Q4 2022 Jan 25, 2023	SELL	$427.1 - $574.44 $23,063 - $31,019	-54 Reduced 1.2%	4,443 $0
Q3 2022 Nov 10, 2022	BUY	$444.01 - $1748.97 $198,916 - $783,538	448 Added 11.06%	4,497 $2 Million
Q2 2022 Aug 12, 2022	BUY	$485.81 - $634.85 $106,878 - $139,667	220 Added 5.75%	4,049 $1.97 Million
Q1 2022 Apr 12, 2022	SELL	$533.23 - $670.92 $82,117 - $103,321	-154 Reduced 3.87%	3,829 $2.41 Million
Q4 2021 Apr 12, 2022	BUY	$475.95 - $674.28 $1.9 Million - $2.69 Million	3,983 New	3,983 $2.65 Million

Others Institutions Holding AVGO

# of Institutions

3,526

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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Capstone Wealth Management Group, LLC Broadcom Inc. Transaction History