A detailed history of Concentric Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 39,380 shares of AVGO stock, worth $8.83 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
39,380
Previous 3,990 886.97%
Holding current value
$8.83 Million
Previous $6.41 Million 6.04%
% of portfolio
1.44%
Previous 1.69%

Shares

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

Nov 12, 2024

BUY
$136.27 - $1745.86 $4.82 Million - $61.8 Million
35,390 Added 886.97%
39,380 $6.79 Million
Q2 2024

Aug 13, 2024

BUY
$1204.71 - $1828.87 $6,023 - $9,144
5 Added 0.13%
3,990 $6.41 Million
Q1 2024

May 08, 2024

BUY
$1049.01 - $1407.01 $67,136 - $90,048
64 Added 1.63%
3,985 $5.28 Million
Q4 2023

Feb 14, 2024

SELL
$814.83 - $1147.0 $83,927 - $118,141
-103 Reduced 2.56%
3,921 $4.38 Million
Q3 2023

Nov 08, 2023

SELL
$808.36 - $922.89 $8,083 - $9,228
-10 Reduced 0.25%
4,024 $3.34 Million
Q2 2023

Aug 08, 2023

SELL
$610.16 - $886.18 $6,711 - $9,747
-11 Reduced 0.27%
4,034 $3.5 Million
Q1 2023

May 10, 2023

BUY
$553.48 - $643.71 $66,417 - $77,245
120 Added 3.06%
4,045 $2.6 Million
Q4 2022

Feb 10, 2023

BUY
$427.1 - $574.44 $71,325 - $95,931
167 Added 4.44%
3,925 $2.19 Million
Q3 2022

Nov 09, 2022

BUY
$444.01 - $1748.97 $57,277 - $225,617
129 Added 3.55%
3,758 $1.67 Million
Q2 2022

Aug 12, 2022

BUY
$485.81 - $634.85 $73,357 - $95,862
151 Added 4.34%
3,629 $1.76 Million
Q1 2022

Apr 14, 2022

BUY
$533.23 - $670.92 $108,778 - $136,867
204 Added 6.23%
3,478 $2.19 Million
Q4 2021

Feb 10, 2022

BUY
$475.95 - $674.28 $557,337 - $789,581
1,171 Added 55.68%
3,274 $2.18 Million
Q3 2021

Nov 12, 2021

BUY
$465.67 - $509.74 $979,304 - $1.07 Million
2,103 New
2,103 $1.02 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $90.8B
  • 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-...
More about AVGO
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.