Jackson Wealth Management, LLC Broadcom Inc. Transaction History

Jackson Wealth Management, LLC

$535 Million
Q1 2024

A detailed history of Jackson Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 18,312 shares of AVGO stock, worth $29.4 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

18,312

Previous 17,926 2.15%

Holding current value

$29.4 Million

Previous $20 Million 21.3%

% of portfolio

4.54%

Previous 4.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$1049.01 - $1407.01 $404,917 - $543,105	386 Added 2.15%	18,312 $24.3 Million
Q4 2023 Feb 14, 2024	BUY	$814.83 - $1147.0 $158,077 - $222,518	194 Added 1.09%	17,926 $20 Million
Q3 2023 Nov 14, 2023	BUY	$808.36 - $922.89 $243,316 - $277,789	301 Added 1.73%	17,732 $14.7 Million
Q2 2023 Aug 02, 2023	BUY	$610.16 - $886.18 $10.6 Million - $15.4 Million	17,431 New	17,431 $15.1 Million
Q4 2022 Feb 10, 2023	SELL	$427.1 - $574.44 $5.65 Million - $7.6 Million	-13,234 Reduced 61.53%	8,273 $4.63 Million

Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $6.97 Million - $27.5 Million	15,709 Added 270.94%	21,507 $9.55 Million
Q2 2022 Aug 01, 2022	SELL	$485.81 - $634.85 $4.18 Million - $5.46 Million	-8,605 Reduced 59.74%	5,798 $2.82 Million
Q1 2022 May 05, 2022	BUY	$533.23 - $670.92 $1.77 Million - $2.22 Million	3,315 Added 29.9%	14,403 $9.07 Million
Q4 2021 Feb 09, 2022	BUY	$475.95 - $674.28 $14,278 - $20,228	30 Added 0.27%	11,088 $7.38 Million
Q3 2021 Dec 10, 2021	BUY	$465.67 - $509.74 $3,725 - $4,077	8 Added 0.07%	11,058 $121,000
Q2 2021 Aug 03, 2021	SELL	$422.38 - $488.48 $28,299 - $32,728	-67 Reduced 0.6%	11,050 $5.27 Million
Q1 2021 Apr 12, 2021	SELL	$421.25 - $489.96 $20,641 - $24,008	-49 Reduced 0.44%	11,117 $5.15 Million
Q4 2020 Feb 02, 2021	SELL	$347.21 - $437.85 $49,651 - $62,612	-143 Reduced 1.26%	11,166 $4.89 Million
Q3 2020 Oct 13, 2020	BUY	$305.79 - $375.01 $143,415 - $175,879	469 Added 4.33%	11,309 $4.12 Million
Q2 2020 Jul 27, 2020	BUY	$223.63 - $318.71 $136,637 - $194,731	611 Added 5.97%	10,840 $3.42 Million
Q1 2020 May 13, 2020	BUY	$167.87 - $324.7 $1.72 Million - $3.32 Million	10,229 New	10,229 $2.82 Million

Others Institutions Holding AVGO

# of Institutions

3,272

Shares Held

342M

Call Options Held

7.53M

Put Options Held

8.08M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $650B
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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Jackson Wealth Management, LLC Broadcom Inc. Transaction History