A detailed history of Jeppson Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,264 shares of AVGO stock, worth $218,280. This represents 0.77% of its overall portfolio holdings.

Number of Shares
1,264
Previous 1,266 0.16%
Holding current value
$218,280
Previous $1.68 Million 20.99%
% of portfolio
0.77%
Previous 0.65%

Shares

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

Aug 05, 2024

SELL
$1204.71 - $1828.87 $2,409 - $3,657
-2 Reduced 0.16%
1,264 $2.03 Million
Q1 2024

Apr 17, 2024

SELL
$1049.01 - $1407.01 $17,833 - $23,919
-17 Reduced 1.33%
1,266 $1.68 Million
Q4 2023

Jan 11, 2024

BUY
$814.83 - $1147.0 $80,668 - $113,553
99 Added 8.36%
1,283 $1.43 Million
Q3 2023

Oct 25, 2023

SELL
$808.36 - $922.89 $5,658 - $6,460
-7 Reduced 0.59%
1,184 $983,000
Q2 2023

Jul 31, 2023

SELL
$610.16 - $886.18 $29,287 - $42,536
-48 Reduced 3.87%
1,191 $1.03 Million
Q1 2023

Apr 27, 2023

SELL
$553.48 - $643.71 $8,302 - $9,655
-15 Reduced 1.2%
1,239 $794,000
Q4 2022

Jan 27, 2023

BUY
$427.1 - $574.44 $172,975 - $232,648
405 Added 47.7%
1,254 $0
Q3 2022

Oct 20, 2022

BUY
$444.01 - $1748.97 $376,964 - $1.48 Million
849 New
849 $377,000
Q4 2020

Mar 05, 2021

SELL
$347.21 - $437.85 $21,874 - $27,584
-63 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$305.79 - $375.01 $19,264 - $23,625
63 New
63 $23,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $69.9B
  • 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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