A detailed history of Ep Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 951,118 shares of AVGO stock, worth $156 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
951,118
Previous 94,670 904.67%
Holding current value
$156 Million
Previous $152 Million 7.95%
% of portfolio
1.46%
Previous 1.64%

Shares

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

Nov 14, 2024

BUY
$136.27 - $1745.86 $117 Million - $1.5 Billion
856,448 Added 904.67%
951,118 $164 Million
Q2 2024

Aug 19, 2024

BUY
$1204.71 - $1828.87 $489,112 - $742,521
406 Added 0.43%
94,670 $152 Million
Q1 2024

May 14, 2024

SELL
$1049.01 - $1407.01 $1.05 Million - $1.41 Million
-1,001 Reduced 1.05%
94,264 $125 Million
Q4 2023

Feb 28, 2024

SELL
$814.83 - $1147.0 $2.97 Million - $4.19 Million
-3,650 Reduced 3.69%
95,265 $106 Million
Q3 2023

Nov 22, 2023

SELL
$808.36 - $922.89 $31.8 Million - $36.3 Million
-39,293 Reduced 28.43%
98,915 $82.2 Million
Q2 2023

Aug 14, 2023

BUY
$610.16 - $886.18 $17.6 Million - $25.5 Million
28,816 Added 26.34%
138,208 $120 Million
Q1 2023

Jun 05, 2023

BUY
$553.48 - $643.71 $1.71 Million - $1.99 Million
3,089 Added 2.91%
109,392 $70.2 Million
Q4 2022

Jun 12, 2023

SELL
$427.1 - $574.44 $538,146 - $723,794
-1,260 Reduced 1.15%
108,132 $60.5 Million
Q3 2022

Dec 02, 2022

BUY
$444.01 - $1748.97 $7.01 Million - $27.6 Million
15,786 Added 17.44%
106,303 $47.2 Million
Q2 2022

Aug 11, 2022

BUY
$485.81 - $634.85 $436,743 - $570,730
899 Added 1.0%
90,517 $44 Million
Q1 2022

May 20, 2022

BUY
$533.23 - $670.92 $182,897 - $230,125
343 Added 0.38%
89,618 $56.4 Million
Q4 2021

Feb 17, 2022

BUY
$475.95 - $674.28 $619,210 - $877,238
1,301 Added 1.48%
89,275 $59.4 Million
Q3 2021

Nov 23, 2021

BUY
$465.67 - $509.74 $38.4 Million - $42.1 Million
82,549 Added 1521.64%
87,974 $42.7 Million
Q3 2021

Nov 16, 2021

SELL
$465.67 - $509.74 $37.2 Million - $40.8 Million
-79,961 Reduced 93.65%
5,425 $42.7 Million
Q2 2021

Aug 24, 2021

BUY
$422.38 - $488.48 $1.94 Million - $2.24 Million
4,585 Added 5.67%
85,386 $40.7 Million
Q1 2021

May 17, 2021

BUY
$421.25 - $489.96 $3.3 Million - $3.84 Million
7,845 Added 10.75%
80,801 $37.5 Million
Q4 2020

Feb 18, 2021

BUY
$347.21 - $437.85 $1.02 Million - $1.29 Million
2,937 Added 4.19%
72,956 $31.9 Million
Q3 2020

Nov 17, 2020

BUY
$305.79 - $375.01 $280,409 - $343,884
917 Added 1.33%
70,019 $25.5 Million
Q2 2020

Aug 14, 2020

BUY
$223.63 - $318.71 $508,534 - $724,746
2,274 Added 3.4%
69,102 $21.8 Million
Q1 2020

May 18, 2020

BUY
$167.87 - $324.7 $593,756 - $1.15 Million
3,537 Added 5.59%
66,828 $15.8 Million
Q4 2019

Feb 14, 2020

BUY
$270.07 - $327.8 $883,939 - $1.07 Million
3,273 Added 5.45%
63,291 $20 Million
Q3 2019

Nov 18, 2019

BUY
$266.44 - $303.77 $100,447 - $114,521
377 Added 0.63%
60,018 $16.6 Million
Q2 2019

Aug 27, 2019

SELL
$251.64 - $320.53 $392,306 - $499,706
-1,559 Reduced 2.55%
59,641 $17.2 Million
Q1 2019

May 20, 2019

BUY
$230.96 - $300.71 $14.1 Million - $18.4 Million
61,200 New
61,200 $18.4 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $66.5B
  • 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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