9258 Wealth Management, LLC Broadcom Inc. Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,924 shares of AVGO stock, worth $666,177. This represents 0.98% of its overall portfolio holdings.

Number of Shares

3,924

Previous 3,979 1.38%

Holding current value

$666,177

Previous $5.27 Million 19.48%

% of portfolio

0.98%

Previous 0.83%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$1204.71 - $1828.87 $66,259 - $100,587	-55 Reduced 1.38%	3,924 $6.3 Million
Q1 2024 May 03, 2024	BUY	$1049.01 - $1407.01 $99,655 - $133,665	95 Added 2.45%	3,979 $5.27 Million
Q4 2023 Feb 06, 2024	BUY	$814.83 - $1147.0 $47,260 - $66,526	58 Added 1.52%	3,884 $4.34 Million
Q3 2023 Nov 08, 2023	SELL	$808.36 - $922.89 $98,619 - $112,592	-122 Reduced 3.09%	3,826 $3.18 Million
Q2 2023 Aug 08, 2023	SELL	$610.16 - $886.18 $190,980 - $277,374	-313 Reduced 7.35%	3,948 $3.42 Million
Q1 2023 May 03, 2023	SELL	$553.48 - $643.71 $1,660 - $1,931	-3 Reduced 0.07%	4,261 $2.73 Million
Q4 2022 Feb 03, 2023	BUY	$427.1 - $574.44 $366,024 - $492,295	857 Added 25.15%	4,264 $2.38 Million
Q3 2022 Nov 08, 2022	SELL	$444.01 - $1748.97 $44,401 - $174,897	-100 Reduced 2.85%	3,407 $1.51 Million
Q2 2022 Aug 04, 2022	BUY	$485.81 - $634.85 $72,871 - $95,227	150 Added 4.47%	3,507 $1.7 Million
Q1 2022 May 13, 2022	SELL	$533.23 - $670.92 $40,525 - $50,989	-76 Reduced 2.21%	3,357 $2.11 Million
Q4 2021 Feb 11, 2022	BUY	$475.95 - $674.28 $145,640 - $206,329	306 Added 9.79%	3,433 $2.28 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $16,298 - $17,840	35 Added 1.13%	3,127 $1.52 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $57,021 - $65,944	135 Added 4.57%	3,092 $1.48 Million
Q1 2021 May 11, 2021	BUY	$421.25 - $489.96 $10,110 - $11,759	24 Added 0.82%	2,957 $1.37 Million
Q4 2020 Feb 10, 2021	BUY	$347.21 - $437.85 $14,930 - $18,827	43 Added 1.49%	2,933 $1.28 Million
Q3 2020 Nov 13, 2020	SELL	$305.79 - $375.01 $48,314 - $59,251	-158 Reduced 5.18%	2,890 $1.01 Million
Q2 2020 Aug 13, 2020	BUY	$223.63 - $318.71 $3,578 - $5,099	16 Added 0.53%	3,048 $962,000
Q1 2020 May 05, 2020	SELL	$167.87 - $324.7 $41,631 - $80,525	-248 Reduced 7.56%	3,032 $814,000
Q4 2019 Feb 06, 2020	BUY	$270.07 - $327.8 $462,089 - $560,865	1,711 Added 109.05%	3,280 $1.04 Million
Q3 2019 Nov 07, 2019	BUY	$266.44 - $303.77 $2,930 - $3,341	11 Added 0.71%	1,569 $433,000
Q2 2019 Aug 07, 2019	BUY	$251.64 - $320.53 $21,389 - $27,245	85 Added 5.77%	1,558 $449,000
Q1 2019 May 07, 2019	BUY	$230.96 - $300.71 $14,781 - $19,245	64 Added 4.54%	1,473 $443,000
Q4 2018 Feb 12, 2019	BUY	$211.5 - $258.3 $298,003 - $363,944	1,409 New	1,409 $358,000

Others Institutions Holding AVGO

# of Institutions

3,641

Shares Held

545M

Call Options Held

7.89M

Put Options Held

8.19M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $68.8B
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-...

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9258 Wealth Management, LLC Broadcom Inc. Transaction History