A detailed history of Epic Trust Investment Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 246 shares of AVGO stock, worth $429,481. This represents 0.42% of its overall portfolio holdings.

Number of Shares
246
Previous 250 1.6%
Holding current value
$429,481
Previous $279,000 16.85%
% of portfolio
0.42%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$1049.01 - $1407.01 $4,196 - $5,628
-4 Reduced 1.6%
246 $326,000
Q4 2023

Feb 05, 2024

SELL
$814.83 - $1147.0 $30,148 - $42,439
-37 Reduced 12.89%
250 $279,000
Q3 2023

Oct 16, 2023

SELL
$808.36 - $922.89 $25,867 - $29,532
-32 Reduced 10.03%
287 $238,000
Q2 2023

Jul 24, 2023

SELL
$610.16 - $886.18 $93,354 - $135,585
-153 Reduced 32.42%
319 $276,000
Q1 2023

May 09, 2023

BUY
$553.48 - $643.71 $261,242 - $303,831
472 New
472 $302,000
Q2 2022

Aug 05, 2022

SELL
$485.81 - $634.85 $159,345 - $208,230
-328 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$533.23 - $670.92 $174,899 - $220,061
328 New
328 $208,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $707B
  • 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 Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, 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 Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.