Everhart Financial Group, Inc. Broadcom Inc. Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 29,394 shares of AVGO stock, worth $11.1 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

29,394

Previous 26,625 10.4%

Holding current value

$11.1 Million

Previous $4.46 Million 81.78%

% of portfolio

0.95%

Previous 0.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$146.29 - $275.65 $405,077 - $763,274	2,769 Added 10.4%	29,394 $8.1 Million
Q1 2025 Apr 16, 2025	BUY	$167.43 - $244.7 $184,340 - $269,414	1,101 Added 4.31%	26,625 $4.46 Million
Q4 2024 Jan 30, 2025	BUY	$159.67 - $250.0 $263,774 - $413,000	1,652 Added 6.92%	25,524 $5.92 Million
Q3 2024 Nov 04, 2024	BUY	$136.27 - $1745.86 $2.97 Million - $38.1 Million	21,809 Added 1057.15%	23,872 $4.12 Million
Q2 2024 Jul 24, 2024	BUY	$1204.71 - $1828.87 $451,766 - $685,826	375 Added 22.22%	2,063 $3.31 Million
Q1 2024 May 13, 2024	BUY	$1049.01 - $1407.01 $150,008 - $201,202	143 Added 9.26%	1,688 $2.24 Million
Q4 2023 Jan 12, 2024	BUY	$814.83 - $1147.0 $191,485 - $269,545	235 Added 17.94%	1,545 $1.72 Million
Q3 2023 Oct 25, 2023	BUY	$808.36 - $922.89 $83,261 - $95,057	103 Added 8.53%	1,310 $1.09 Million
Q2 2023 Jul 13, 2023	BUY	$610.16 - $886.18 $68,337 - $99,252	112 Added 10.23%	1,207 $1.05 Million
Q1 2023 Apr 25, 2023	BUY	$553.48 - $643.71 $58,668 - $68,233	106 Added 10.72%	1,095 $702,000
Q4 2022 Feb 09, 2023	BUY	$427.1 - $574.44 $49,116 - $66,060	115 Added 13.16%	989 $552,000
Q3 2022 Oct 12, 2022	BUY	$444.01 - $1748.97 $37,740 - $148,662	85 Added 10.77%	874 $388,000
Q2 2022 Jul 12, 2022	SELL	$485.81 - $634.85 $30,120 - $39,360	-62 Reduced 7.29%	789 $384,000
Q1 2022 Apr 18, 2022	BUY	$533.23 - $670.92 $150,370 - $189,199	282 Added 49.56%	851 $536,000
Q4 2021 Jan 21, 2022	BUY	$475.95 - $674.28 $270,815 - $383,665	569 New	569 $379,000

Others Institutions Holding AVGO

# of Institutions

4,679

Shares Held

3.17B

Call Options Held

69.1M

Put Options Held

77.8M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $152B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Broadcom Inc. Transaction History