A detailed history of Wealth Plan Investment Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 16,290 shares of AVGO stock, worth $3.91 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
16,290
Holding current value
$3.91 Million
% of portfolio
0.3%

Shares

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

Nov 05, 2024

BUY
$136.27 - $1745.86 $2.22 Million - $28.4 Million
16,290 New
16,290 $2.81 Million
Q3 2023

Nov 09, 2023

BUY
$808.36 - $922.89 $422,772 - $482,671
523 New
523 $434,000
Q4 2022

Feb 15, 2023

SELL
$427.1 - $574.44 $14,094 - $18,956
-33 Reduced 6.42%
481 $268,000
Q3 2022

Dec 12, 2022

SELL
$444.01 - $1748.97 $3,552 - $13,991
-8 Reduced 1.53%
514 $266,000
Q1 2022

Sep 07, 2022

BUY
$533.23 - $670.92 $278,346 - $350,220
522 New
522 $289,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $97.3B
  • 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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.