Confluence Wealth Services, Inc. Broadcom Inc. Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 45,164 shares of AVGO stock, worth $13.1 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

45,164

Previous 45,269 0.23%

Holding current value

$13.1 Million

Previous $7.58 Million 64.26%

% of portfolio

0.74%

Previous 0.5%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$146.29 - $275.65 $15,360 - $28,943	-105 Reduced 0.23%	45,164 $12.4 Million
Q1 2025 Apr 24, 2025	BUY	$167.43 - $244.7 $689,644 - $1.01 Million	4,119 Added 10.01%	45,269 $7.58 Million
Q4 2024 Jan 27, 2025	SELL	$159.67 - $250.0 $2,075 - $3,250	-13 Reduced 0.03%	41,150 $9.54 Million
Q3 2024 Oct 29, 2024	BUY	$136.27 - $1745.86 $5.05 Million - $64.8 Million	37,091 Added 910.88%	41,163 $7.1 Million
Q2 2024 Jul 31, 2024	BUY	$1204.71 - $1828.87 $316,838 - $480,992	263 Added 6.9%	4,072 $6.54 Million
Q1 2024 Apr 22, 2024	SELL	$1049.01 - $1407.01 $118,538 - $158,992	-113 Reduced 2.88%	3,809 $5.05 Million
Q4 2023 Jan 25, 2024	SELL	$814.83 - $1147.0 $70,890 - $99,789	-87 Reduced 2.17%	3,922 $4.38 Million
Q3 2023 Nov 01, 2023	BUY	$808.36 - $922.89 $242,508 - $276,867	300 Added 8.09%	4,009 $3.33 Million
Q2 2023 Aug 01, 2023	BUY	$610.16 - $886.18 $141,557 - $205,593	232 Added 6.67%	3,709 $3.22 Million
Q1 2023 May 11, 2023	BUY	$553.48 - $643.71 $433,928 - $504,668	784 Added 29.11%	3,477 $2.23 Million
Q4 2022 Feb 10, 2023	SELL	$427.1 - $574.44 $114,035 - $153,375	-267 Reduced 9.02%	2,693 $1.51 Million
Q3 2022 Nov 08, 2022	SELL	$444.01 - $1748.97 $121,214 - $477,468	-273 Reduced 8.44%	2,960 $1.31 Million
Q2 2022 Aug 15, 2022	BUY	$485.81 - $634.85 $70,928 - $92,688	146 Added 4.73%	3,233 $1.76 Million
Q1 2022 Apr 26, 2022	BUY	$533.23 - $670.92 $227,689 - $286,482	427 Added 16.05%	3,087 $1.94 Million
Q4 2021 Feb 10, 2022	BUY	$475.95 - $674.28 $1.27 Million - $1.79 Million	2,660 New	2,660 $1.77 Million

Others Institutions Holding AVGO

# of Institutions

4,436

Shares Held

3.09B

Call Options Held

69.5M

Put Options Held

86.6M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $118B
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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Confluence Wealth Services, Inc. Broadcom Inc. Transaction History