A detailed history of Modern Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,611 shares of AVGO stock, worth $7.62 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,611
Previous 21,139 2.5%
Holding current value
$7.62 Million
Previous $3.54 Million 60.53%
% of portfolio
0.15%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$146.29 - $275.65 $77,241 - $145,543
-528 Reduced 2.5%
20,611 $5.68 Million
Q1 2025

May 30, 2025

SELL
$167.43 - $244.7 $167 - $244
-1 Reduced -0.0%
21,139 $3.54 Million
Q1 2025

May 15, 2025

BUY
$167.43 - $244.7 $381,405 - $557,426
2,278 Added 12.08%
21,140 $3.54 Billion
Q4 2024

May 30, 2025

BUY
$159.67 - $250.0 $118,794 - $186,000
744 Added 3.52%
21,884 $5.07 Million
Q4 2024

May 29, 2025

BUY
$159.67 - $250.0 $118,794 - $186,000
744 Added 3.52%
21,884 $5.07 Million
Q4 2024

Feb 11, 2025

SELL
$159.67 - $250.0 $335,147 - $524,750
-2,099 Reduced 10.01%
18,862 $4.43 Billion
Q3 2024

May 30, 2025

SELL
$136.27 - $1745.86 $25,755 - $329,967
-189 Reduced 0.89%
20,951 $3.61 Million
Q3 2024

May 29, 2025

SELL
$136.27 - $1745.86 $25,755 - $329,967
-189 Reduced 0.89%
20,951 $3.61 Million
Q3 2024

Nov 05, 2024

BUY
$136.27 - $1745.86 $2.59 Million - $33.2 Million
19,024 Added 982.14%
20,961 $3.62 Billion
Q2 2024

May 29, 2025

SELL
$1204.71 - $1828.87 $23.1 Million - $35.1 Million
-19,204 Reduced 90.84%
1,936 $3.11 Million
Q2 2024

Aug 07, 2024

BUY
$1204.71 - $1828.87 $810,769 - $1.23 Million
673 Added 53.24%
1,937 $3.11 Billion
Q1 2024

May 28, 2025

SELL
$1049.01 - $1407.01 $20.7 Million - $27.7 Million
-19,698 Reduced 93.18%
1,442 $1.91 Billion
Q1 2024

May 13, 2024

BUY
$1049.01 - $1407.01 $1.33 Million - $1.78 Million
1,264 New
1,264 $1.68 Billion
Q4 2023

May 28, 2025

SELL
$814.83 - $1147.0 $17.1 Million - $24 Million
-20,953 Reduced 99.12%
187 $208 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $150B
  • 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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