A detailed history of Whalen Wealth Management Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 3,006 shares of AVGO stock, worth $906,820. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,006
Previous 2,159 39.23%
Holding current value
$906,820
Previous $362 Million 129.2%
% of portfolio
0.52%
Previous 0.24%

Shares

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

Aug 04, 2025

BUY
$146.29 - $275.65 $123,907 - $233,475
847 Added 39.23%
3,006 $829 Million
Q1 2025

Apr 22, 2025

BUY
$167.43 - $244.7 $139,301 - $203,590
832 Added 62.7%
2,159 $362 Million
Q4 2024

Jan 17, 2025

SELL
$159.67 - $250.0 $710,691 - $1.11 Million
-4,451 Reduced 77.03%
1,327 $308 Million
Q3 2024

Nov 07, 2024

BUY
$136.27 - $1745.86 $787,368 - $10.1 Million
5,778 New
5,778 $997 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $122B
  • 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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