Carolina Wealth Advisors, LLC Broadcom Inc. Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 32,263 shares of AVGO stock, worth $5.3 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

32,263

Previous 6,828 372.51%

Holding current value

$5.3 Million

Previous $11 Million 49.22%

% of portfolio

2.94%

Previous 5.57%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$136.27 - $1745.86 $3.47 Million - $44.4 Million	25,435 Added 372.51%	32,263 $5.57 Million
Q2 2024 Jul 12, 2024	BUY	$1204.71 - $1828.87 $159,021 - $241,410	132 Added 1.97%	6,828 $11 Million
Q1 2024 Apr 05, 2024	SELL	$1049.01 - $1407.01 $574,857 - $771,041	-548 Reduced 7.56%	6,696 $8.87 Million
Q4 2023 Jan 23, 2024	SELL	$814.83 - $1147.0 $13,852 - $19,499	-17 Reduced 0.23%	7,244 $8.09 Million
Q3 2023 Oct 17, 2023	SELL	$808.36 - $922.89 $2.19 Million - $2.51 Million	-2,715 Reduced 27.22%	7,261 $6.03 Million
Q2 2023 Jul 17, 2023	SELL	$610.16 - $886.18 $10,982 - $15,951	-18 Reduced 0.18%	9,976 $8.65 Million
Q1 2023 Apr 14, 2023	BUY	$553.48 - $643.71 $42,064 - $48,921	76 Added 0.77%	9,994 $6.41 Million
Q4 2022 Jan 10, 2023	SELL	$427.1 - $574.44 $68,763 - $92,484	-161 Reduced 1.6%	9,918 $5.55 Million
Q3 2022 Oct 14, 2022	BUY	$444.01 - $1748.97 $44,845 - $176,645	101 Added 1.01%	10,079 $4.48 Million
Q2 2022 Jul 19, 2022	SELL	$485.81 - $634.85 $623,780 - $815,147	-1,284 Reduced 11.4%	9,978 $4.85 Million
Q1 2022 Apr 18, 2022	SELL	$533.23 - $670.92 $1.85 Million - $2.33 Million	-3,476 Reduced 23.59%	11,262 $7.09 Million
Q4 2021 Jan 24, 2022	SELL	$475.95 - $674.28 $142,785 - $202,284	-300 Reduced 1.99%	14,738 $9.81 Million
Q3 2021 Oct 22, 2021	BUY	$465.67 - $509.74 $157,862 - $172,801	339 Added 2.31%	15,038 $7.29 Million
Q2 2021 Jul 22, 2021	BUY	$422.38 - $488.48 $211,612 - $244,728	501 Added 3.53%	14,699 $7.01 Million
Q1 2021 Apr 09, 2021	SELL	$421.25 - $489.96 $159,232 - $185,204	-378 Reduced 2.59%	14,198 $6.58 Million
Q4 2020 Jan 29, 2021	SELL	$347.21 - $437.85 $398,249 - $502,213	-1,147 Reduced 7.3%	14,576 $6.38 Million
Q3 2020 Oct 19, 2020	BUY	$305.79 - $375.01 $22,322 - $27,375	73 Added 0.47%	15,723 $5.73 Million
Q2 2020 Jul 31, 2020	BUY	$223.63 - $318.71 $51,882 - $73,940	232 Added 1.5%	15,650 $4.94 Million
Q1 2020 Apr 09, 2020	BUY	$167.87 - $324.7 $285,211 - $551,665	1,699 Added 12.38%	15,418 $3.66 Million
Q4 2019 Feb 07, 2020	BUY	$270.07 - $327.8 $3.71 Million - $4.5 Million	13,719 New	13,719 $4.34 Million

Others Institutions Holding AVGO

# of Institutions

3,724

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $66.5B
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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Carolina Wealth Advisors, LLC Broadcom Inc. Transaction History