W.G. Shaheen & Associates Dba Whitney & CO Broadcom Inc. Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$823 Million
Q1 2024

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Broadcom Inc. stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 10,899 shares of AVGO stock, worth $17.5 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

10,899

Previous 12,415 12.21%

Holding current value

$17.5 Million

Previous $13.9 Million 4.24%

% of portfolio

1.76%

Previous 1.81%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$1049.01 - $1407.01 $1.59 Million - $2.13 Million	-1,516 Reduced 12.21%	10,899 $14.4 Million
Q4 2023 Feb 08, 2024	BUY	$814.83 - $1147.0 $5.41 Million - $7.61 Million	6,637 Added 114.87%	12,415 $13.9 Million
Q3 2023 Nov 08, 2023	BUY	$808.36 - $922.89 $76,794 - $87,674	95 Added 1.67%	5,778 $4.8 Million
Q2 2023 Aug 14, 2023	BUY	$610.16 - $886.18 $26,847 - $38,991	44 Added 0.78%	5,683 $4.93 Million
Q1 2023 May 03, 2023	BUY	$553.48 - $643.71 $123,979 - $144,191	224 Added 4.14%	5,639 $3.62 Million

Q4 2022 Feb 03, 2023	BUY	$427.1 - $574.44 $24,771 - $33,317	58 Added 1.08%	5,415 $3.03 Million
Q3 2022 Nov 09, 2022	BUY	$444.01 - $1748.97 $24,420 - $96,193	55 Added 1.04%	5,357 $2.38 Million
Q2 2022 Aug 05, 2022	BUY	$485.81 - $634.85 $17,974 - $23,489	37 Added 0.7%	5,302 $2.58 Million
Q1 2022 May 13, 2022	BUY	$533.23 - $670.92 $106,112 - $133,513	199 Added 3.93%	5,265 $3.32 Million
Q4 2021 Feb 11, 2022	BUY	$475.95 - $674.28 $12,850 - $18,205	27 Added 0.54%	5,066 $3.37 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $30,268 - $33,133	65 Added 1.31%	5,039 $2.44 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $53,219 - $61,548	126 Added 2.6%	4,974 $2.37 Million
Q1 2021 May 11, 2021	BUY	$421.25 - $489.96 $49,707 - $57,815	118 Added 2.49%	4,848 $2.25 Million
Q4 2020 Feb 10, 2021	BUY	$347.21 - $437.85 $25,693 - $32,400	74 Added 1.59%	4,730 $2.19 Million
Q3 2020 Nov 13, 2020	BUY	$305.79 - $375.01 $1.42 Million - $1.75 Million	4,656 New	4,656 $1.7 Million
Q4 2018 Feb 07, 2019	SELL	$211.5 - $258.3 $13,324 - $16,272	-63 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$202.46 - $250.56 $12,754 - $15,785	63 New	63 $15,000

Others Institutions Holding AVGO

# of Institutions

3,272

Shares Held

342M

Call Options Held

7.53M

Put Options Held

8.08M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $650B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Account

W.G. Shaheen & Associates Dba Whitney & CO Broadcom Inc. Transaction History