A detailed history of Circle Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Circle Wealth Management, LLC holds 1,146 shares of AVGO stock, worth $202,429. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,146
Previous 546 109.89%
Holding current value
$202,429
Previous $723,000 154.36%
% of portfolio
0.04%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$1204.71 - $1828.87 $722,826 - $1.1 Million
600 Added 109.89%
1,146 $1.84 Million
Q1 2024

May 14, 2024

SELL
$1049.01 - $1407.01 $13,637 - $18,291
-13 Reduced 2.33%
546 $723,000
Q4 2023

Feb 14, 2024

SELL
$814.83 - $1147.0 $127,113 - $178,932
-156 Reduced 21.82%
559 $623,000
Q3 2023

Nov 14, 2023

BUY
$808.36 - $922.89 $270,800 - $309,168
335 Added 88.16%
715 $593,000
Q2 2023

Aug 11, 2023

BUY
$610.16 - $886.18 $610 - $886
1 Added 0.26%
380 $329,000
Q1 2023

May 09, 2023

BUY
$553.48 - $643.71 $553 - $643
1 Added 0.26%
379 $243,000
Q4 2022

Feb 13, 2023

BUY
$427.1 - $574.44 $161,443 - $217,138
378 New
378 $211,000
Q2 2022

Aug 12, 2022

SELL
$485.81 - $634.85 $189,951 - $248,226
-391 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$533.23 - $670.92 $5,865 - $7,380
11 Added 2.89%
391 $246,000
Q4 2021

Feb 14, 2022

BUY
$475.95 - $674.28 $180,861 - $256,226
380 New
380 $253,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $71.5B
  • 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-...
More about AVGO
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