Ep Wealth Advisors, LLC Broadcom Inc. Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 94,264 shares of AVGO stock, worth $161 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

94,264

Previous 95,265 1.05%

Holding current value

$161 Million

Previous $106 Million 17.49%

% of portfolio

1.48%

Previous 1.37%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,277

Shares Held

342M

Call Options Held

7.53M

Put Options Held

8.08M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $690B
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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Ep Wealth Advisors, LLC Broadcom Inc. Transaction History