Mc Kinley Carter Wealth Services, Inc. Broadcom Inc. Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 101,036 shares of AVGO stock, worth $16.6 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

101,036

Previous 10,515 860.87%

Holding current value

$16.6 Million

Previous $16.9 Million 3.25%

% of portfolio

1.08%

Previous 1.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$136.27 - $1745.86 $12.3 Million - $158 Million	90,521 Added 860.87%	101,036 $17.4 Million
Q2 2024 Aug 09, 2024	SELL	$1204.71 - $1828.87 $346,956 - $526,714	-288 Reduced 2.67%	10,515 $16.9 Million
Q1 2024 Apr 26, 2024	SELL	$1049.01 - $1407.01 $252,811 - $339,089	-241 Reduced 2.18%	10,803 $14.3 Million
Q4 2023 Feb 07, 2024	BUY	$814.83 - $1147.0 $440,008 - $619,380	540 Added 5.14%	11,044 $12.3 Million
Q3 2023 Oct 13, 2023	SELL	$808.36 - $922.89 $414,688 - $473,442	-513 Reduced 4.66%	10,504 $8.72 Million
Q2 2023 Aug 02, 2023	SELL	$610.16 - $886.18 $118,371 - $171,918	-194 Reduced 1.73%	11,017 $9.56 Million
Q1 2023 Apr 24, 2023	BUY	$553.48 - $643.71 $10,516 - $12,230	19 Added 0.17%	11,211 $7.19 Million
Q4 2022 Feb 07, 2023	BUY	$427.1 - $574.44 $134,963 - $181,523	316 Added 2.91%	11,192 $6.26 Million
Q3 2022 Oct 24, 2022	BUY	$444.01 - $1748.97 $426,249 - $1.68 Million	960 Added 9.68%	10,876 $4.83 Million
Q2 2022 Jul 15, 2022	BUY	$485.81 - $634.85 $137,970 - $180,297	284 Added 2.95%	9,916 $4.82 Million
Q1 2022 Apr 27, 2022	BUY	$533.23 - $670.92 $964,079 - $1.21 Million	1,808 Added 23.11%	9,632 $6.07 Million
Q4 2021 Feb 07, 2022	BUY	$475.95 - $674.28 $407,889 - $577,857	857 Added 12.3%	7,824 $5.21 Million
Q3 2021 Nov 03, 2021	BUY	$465.67 - $509.74 $3.24 Million - $3.55 Million	6,967 New	6,967 $3.38 Million
Q2 2018 Dec 07, 2018	SELL	$225.25 - $270.23 $15,767 - $18,916	-70 Closed	0 $0
Q1 2018 May 17, 2018	BUY	$228.1 - $272.27 $15,967 - $19,058	70 New	70 $16,000

Others Institutions Holding AVGO

# of Institutions

3,724

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $66.4B
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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Mc Kinley Carter Wealth Services, Inc. Broadcom Inc. Transaction History