A detailed history of Wealth Effects LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 13,062 shares of AVGO stock, worth $2.88 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
13,062
Previous 787 1559.72%
Holding current value
$2.88 Million
Previous $1.26 Million 78.38%
% of portfolio
0.89%
Previous 0.52%

Shares

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

Oct 21, 2024

BUY
$136.27 - $1745.86 $1.67 Million - $21.4 Million
12,275 Added 1559.72%
13,062 $2.25 Million
Q2 2024

Aug 02, 2024

BUY
$1204.71 - $1828.87 $6,023 - $9,144
5 Added 0.64%
787 $1.26 Million
Q1 2024

Apr 22, 2024

BUY
$1049.01 - $1407.01 $120,636 - $161,806
115 Added 17.24%
782 $1.04 Million
Q4 2023

Jan 29, 2024

BUY
$814.83 - $1147.0 $83,112 - $116,994
102 Added 18.05%
667 $744,000
Q3 2023

Oct 16, 2023

BUY
$808.36 - $922.89 $52,543 - $59,987
65 Added 13.0%
565 $469,000
Q2 2023

Jul 18, 2023

BUY
$610.16 - $886.18 $305,080 - $443,090
500 New
500 $433,000
Q4 2022

Feb 02, 2023

SELL
$427.1 - $574.44 $26,907 - $36,189
-63 Reduced 9.45%
604 $337,000
Q3 2022

Nov 14, 2022

SELL
$444.01 - $1748.97 $91,022 - $358,538
-205 Reduced 23.51%
667 $296,000
Q2 2022

Aug 03, 2022

BUY
$485.81 - $634.85 $154,487 - $201,882
318 Added 57.4%
872 $424,000
Q1 2022

May 16, 2022

BUY
$533.23 - $670.92 $5,865 - $7,380
11 Added 2.03%
554 $349,000
Q4 2021

Feb 09, 2022

BUY
$475.95 - $674.28 $258,440 - $366,134
543 New
543 $362,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $89.4B
  • 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-...
More about AVGO
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