A detailed history of Heritage Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,431 shares of AVGO stock, worth $342,982. This represents 1.29% of its overall portfolio holdings.

Number of Shares
1,431
Previous 1,808 20.85%
Holding current value
$342,982
Previous $2.4 Million 4.13%
% of portfolio
1.29%
Previous 1.2%

Shares

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

Jul 30, 2024

SELL
$1204.71 - $1828.87 $454,175 - $689,483
-377 Reduced 20.85%
1,431 $2.3 Million
Q1 2024

Apr 25, 2024

SELL
$1049.01 - $1407.01 $349,320 - $468,534
-333 Reduced 15.55%
1,808 $2.4 Million
Q4 2023

Feb 06, 2024

SELL
$814.83 - $1147.0 $6.85 Million - $9.64 Million
-8,408 Reduced 79.7%
2,141 $2.39 Million
Q4 2022

Feb 13, 2023

BUY
$427.1 - $574.44 $2.46 Million - $3.31 Million
5,755 Added 120.05%
10,549 $5.9 Million
Q3 2022

Nov 14, 2022

BUY
$444.01 - $1748.97 $44,401 - $174,897
100 Added 2.13%
4,794 $2.13 Million
Q2 2022

Aug 15, 2022

SELL
$485.81 - $634.85 $61,212 - $79,991
-126 Reduced 2.61%
4,694 $2.28 Million
Q1 2022

Aug 15, 2022

BUY
$533.23 - $670.92 $859,033 - $1.08 Million
1,611 Added 50.2%
4,820 $3.04 Million
Q3 2021

Nov 10, 2021

BUY
$465.67 - $509.74 $209,085 - $228,873
449 Added 16.27%
3,209 $1.56 Million
Q2 2021

Aug 11, 2021

BUY
$422.38 - $488.48 $45,617 - $52,755
108 Added 4.07%
2,760 $1.32 Million
Q1 2021

Jul 16, 2021

BUY
$421.25 - $489.96 $1.12 Million - $1.3 Million
2,652 New
2,652 $1.23 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $97.1B
  • 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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