A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 4,094 shares of AVGO stock, worth $1.4 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
4,094
Previous 4,886 16.21%
Holding current value
$1.4 Million
Previous $1.35 Million 0.3%
% of portfolio
0.97%
Previous 1.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$264.74 - $369.57 $209,674 - $292,699
-792 Reduced 16.21%
4,094 $1.35 Million
Q2 2025

Jul 25, 2025

BUY
$146.29 - $275.65 $119,957 - $226,032
820 Added 20.17%
4,886 $1.35 Million
Q1 2025

Apr 23, 2025

SELL
$167.43 - $244.7 $66,134 - $96,656
-395 Reduced 8.85%
4,066 $680,000
Q4 2024

Feb 04, 2025

BUY
$159.67 - $250.0 $37,203 - $58,250
233 Added 5.51%
4,461 $1.03 Million
Q3 2024

Oct 21, 2024

BUY
$136.27 - $1745.86 $523,004 - $6.7 Million
3,838 Added 984.1%
4,228 $729,000
Q2 2024

Aug 09, 2024

BUY
$1204.71 - $1828.87 $155,407 - $235,924
129 Added 49.43%
390 $626,000
Q4 2023

Jan 31, 2024

BUY
$814.83 - $1147.0 $212,670 - $299,367
261 New
261 $291,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $139B
  • 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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