A detailed history of Jeppson Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 12,774 shares of AVGO stock, worth $2.04 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
12,774
Previous 1,264 910.6%
Holding current value
$2.04 Million
Previous $2.03 Million 8.58%
% of portfolio
0.79%
Previous 0.77%

Shares

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

Nov 04, 2024

BUY
$136.27 - $1745.86 $1.57 Million - $20.1 Million
11,510 Added 910.6%
12,774 $2.2 Million
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 $64.7B
  • 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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.