Evercore Wealth Management, LLC Broadcom Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 47,820 shares of AVGO stock, worth $11.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

47,820

Previous 4,729 911.21%

Holding current value

$11.5 Million

Previous $7.59 Million 8.65%

% of portfolio

0.12%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$136.27 - $1745.86 $5.87 Million - $75.2 Million	43,091 Added 911.21%	47,820 $8.25 Million
Q2 2024 Aug 14, 2024	SELL	$1204.71 - $1828.87 $520,434 - $790,071	-432 Reduced 8.37%	4,729 $7.59 Million
Q1 2024 May 15, 2024	SELL	$1049.01 - $1407.01 $11,539 - $15,477	-11 Reduced 0.21%	5,161 $6.84 Million
Q4 2023 Feb 14, 2024	BUY	$814.83 - $1147.0 $1.25 Million - $1.77 Million	1,539 Added 42.36%	5,172 $5.77 Million
Q3 2023 Nov 14, 2023	BUY	$808.36 - $922.89 $84,877 - $96,903	105 Added 2.98%	3,633 $3.02 Million
Q2 2023 Aug 04, 2023	BUY	$610.16 - $886.18 $180,607 - $262,309	296 Added 9.16%	3,528 $3.06 Million
Q1 2023 May 15, 2023	BUY	$553.48 - $643.71 $21,032 - $24,460	38 Added 1.19%	3,232 $2.07 Million
Q4 2022 Feb 14, 2023	BUY	$427.1 - $574.44 $298,115 - $400,959	698 Added 27.96%	3,194 $1.79 Million
Q3 2022 Nov 14, 2022	SELL	$444.01 - $1748.97 $99,902 - $393,518	-225 Reduced 8.27%	2,496 $1.11 Million
Q2 2022 Aug 15, 2022	BUY	$485.81 - $634.85 $15,545 - $20,315	32 Added 1.19%	2,721 $1.32 Million
Q1 2022 May 16, 2022	BUY	$533.23 - $670.92 $219,690 - $276,419	412 Added 18.09%	2,689 $1.69 Million
Q3 2021 Nov 15, 2021	SELL	$465.67 - $509.74 $52,155 - $57,090	-112 Reduced 4.69%	2,277 $1.1 Million
Q2 2021 Aug 16, 2021	SELL	$422.38 - $488.48 $26,187 - $30,285	-62 Reduced 2.53%	2,389 $1.14 Million
Q1 2021 May 17, 2021	SELL	$421.25 - $489.96 $7,582 - $8,819	-18 Reduced 0.73%	2,451 $1.14 Million
Q4 2020 Feb 16, 2021	BUY	$347.21 - $437.85 $42,706 - $53,855	123 Added 5.24%	2,469 $1.08 Million
Q3 2020 Nov 16, 2020	SELL	$305.79 - $375.01 $5,198 - $6,375	-17 Reduced 0.72%	2,346 $854,000
Q2 2020 Aug 13, 2020	SELL	$223.63 - $318.71 $1,341 - $1,912	-6 Reduced 0.25%	2,363 $745,000
Q1 2020 May 14, 2020	BUY	$167.87 - $324.7 $6,211 - $12,013	37 Added 1.59%	2,369 $561,000
Q4 2019 Feb 13, 2020	BUY	$270.07 - $327.8 $269,529 - $327,144	998 Added 74.81%	2,332 $737,000
Q3 2019 Nov 14, 2019	BUY	$266.44 - $303.77 $13,322 - $15,188	50 Added 3.89%	1,334 $368,000
Q2 2019 Aug 13, 2019	BUY	$251.64 - $320.53 $11,323 - $14,423	45 Added 3.63%	1,284 $369,000
Q1 2019 May 14, 2019	BUY	$230.96 - $300.71 $14,781 - $19,245	64 Added 5.45%	1,239 $372,000
Q4 2018 Feb 13, 2019	BUY	$211.5 - $258.3 $11,209 - $13,689	53 Added 4.72%	1,175 $299,000
Q3 2018 Nov 13, 2018	BUY	$202.46 - $250.56 $227,160 - $281,128	1,122 New	1,122 $277,000

Others Institutions Holding AVGO

# of Institutions

3,731

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $97.1B
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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Evercore Wealth Management, LLC Broadcom Inc. Transaction History