A detailed history of Cassady Schiller Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 930 shares of AVGO stock, worth $153,208. This represents 0.06% of its overall portfolio holdings.

Number of Shares
930
Previous 93 900.0%
Holding current value
$153,208
Previous $149,000 7.38%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$136.27 - $1745.86 $114,057 - $1.46 Million
837 Added 900.0%
930 $160,000
Q1 2024

May 13, 2024

BUY
$1049.01 - $1407.01 $22,029 - $29,547
21 Added 29.17%
93 $123,000
Q3 2023

Nov 09, 2023

BUY
$808.36 - $922.89 $25,867 - $29,532
32 Added 80.0%
72 $59,000
Q2 2023

Aug 10, 2023

BUY
$610.16 - $886.18 $13,423 - $19,495
22 Added 122.22%
40 $34,000
Q1 2023

May 12, 2023

SELL
$553.48 - $643.71 $74,719 - $86,900
-135 Reduced 88.24%
18 $11,000
Q4 2022

Feb 13, 2023

BUY
$427.1 - $574.44 $65,346 - $87,889
153 New
153 $85,000
Q1 2022

May 12, 2022

SELL
$533.23 - $670.92 $13,863 - $17,443
-26 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$475.95 - $674.28 $12,374 - $17,531
26 New
26 $17,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $66.7B
  • 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
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