A detailed history of Wealth Plan Partners, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,351 shares of AVGO stock, worth $230,561. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,351
Previous 1,202 12.4%
Holding current value
$230,561
Previous $1.59 Billion 36.17%
% of portfolio
0.23%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$1204.71 - $1828.87 $179,501 - $272,501
149 Added 12.4%
1,351 $2.17 Billion
Q1 2024

May 07, 2024

BUY
$1049.01 - $1407.01 $694,444 - $931,440
662 Added 122.59%
1,202 $1.59 Billion
Q4 2023

Jan 05, 2024

BUY
$814.83 - $1147.0 $13,852 - $19,499
17 Added 3.25%
540 $603 Million
Q3 2023

Nov 01, 2023

BUY
$808.36 - $922.89 $107,511 - $122,744
133 Added 34.1%
523 $435 Million
Q2 2023

Jul 31, 2023

SELL
$610.16 - $886.18 $72,609 - $105,455
-119 Reduced 23.38%
390 $338 Million
Q1 2023

May 10, 2023

BUY
$553.48 - $643.71 $15,497 - $18,023
28 Added 5.82%
509 $327 Million
Q4 2022

Feb 16, 2023

SELL
$427.1 - $574.44 $17,511 - $23,552
-41 Reduced 7.85%
481 $290 Million
Q1 2022

May 03, 2022

SELL
$533.23 - $670.92 $4,265 - $5,367
-8 Reduced 1.51%
522 $289,000
Q4 2021

Feb 01, 2022

SELL
$475.95 - $674.28 $7,139 - $10,114
-15 Reduced 2.75%
530 $310,000
Q3 2021

Dec 09, 2021

BUY
$465.67 - $509.74 $253,790 - $277,808
545 New
545 $264,000
Q3 2018

Nov 21, 2018

SELL
$202.46 - $250.56 $174,115 - $215,481
-860 Closed
0 $0
Q2 2018

Aug 16, 2018

BUY
$225.25 - $270.23 $193,715 - $232,397
860 New
860 $209,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $69.1B
  • 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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