Evermay Wealth Management LLC Broadcom Inc. Transaction History

Evermay Wealth Management LLC

$756 Million
Q1 2025

A detailed history of Evermay Wealth Management LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 8,205 shares of AVGO stock, worth $2.04 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,205

Previous 8,456 2.97%

Holding current value

$2.04 Million

Previous $1.96 Million 29.95%

% of portfolio

0.18%

Previous 0.3%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$167.43 - $244.7 $42,024 - $61,419	-251 Reduced 2.97%	8,205 $1.37 Million
Q4 2024 Jan 23, 2025	SELL	$159.67 - $250.0 $51,892 - $81,250	-325 Reduced 3.7%	8,456 $1.96 Million
Q3 2024 Oct 25, 2024	BUY	$136.27 - $1745.86 $1.08 Million - $13.8 Million	7,924 Added 924.62%	8,781 $1.51 Million
Q2 2024 Aug 01, 2024	SELL	$1204.71 - $1828.87 $95,172 - $144,480	-79 Reduced 8.44%	857 $1.38 Million
Q1 2024 May 13, 2024	SELL	$1049.01 - $1407.01 $93,361 - $125,223	-89 Reduced 8.68%	936 $1.24 Million
Q4 2023 Feb 09, 2024	SELL	$814.83 - $1147.0 $35,852 - $50,468	-44 Reduced 4.12%	1,025 $1.14 Million
Q3 2023 Nov 13, 2023	SELL	$808.36 - $922.89 $188,347 - $215,033	-233 Reduced 17.9%	1,069 $887,000
Q2 2023 Aug 10, 2023	SELL	$610.16 - $886.18 $40,270 - $58,487	-66 Reduced 4.82%	1,302 $1.13 Million
Q1 2023 May 15, 2023	BUY	$553.48 - $643.71 $19,925 - $23,173	36 Added 2.7%	1,368 $877,000
Q4 2022 Jan 19, 2023	SELL	$427.1 - $574.44 $93,534 - $125,802	-219 Reduced 14.12%	1,332 $0
Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $37,740 - $148,662	85 Added 5.8%	1,551 $689,000
Q2 2022 Aug 15, 2022	BUY	$485.81 - $634.85 $5,343 - $6,983	11 Added 0.76%	1,466 $712,000
Q1 2022 May 16, 2022	BUY	$533.23 - $670.92 $97,581 - $122,778	183 Added 14.39%	1,455 $916,000
Q4 2021 Feb 14, 2022	BUY	$475.95 - $674.28 $47,595 - $67,428	100 Added 8.53%	1,272 $846,000
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $6,985 - $7,646	15 Added 1.3%	1,172 $568,000
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $12,671 - $14,654	30 Added 2.66%	1,157 $552,000
Q1 2021 May 10, 2021	SELL	$421.25 - $489.96 $5,476 - $6,369	-13 Reduced 1.14%	1,127 $523,000
Q4 2020 Feb 16, 2021	SELL	$347.21 - $437.85 $6,944 - $8,757	-20 Reduced 1.72%	1,140 $499,000
Q3 2020 Nov 05, 2020	BUY	$305.79 - $375.01 $9,479 - $11,625	31 Added 2.75%	1,160 $423,000
Q2 2020 Jul 20, 2020	SELL	$223.63 - $318.71 $22,139 - $31,552	-99 Reduced 8.06%	1,129 $356,000
Q1 2020 Apr 24, 2020	BUY	$167.87 - $324.7 $96,189 - $186,053	573 Added 87.48%	1,228 $291,000
Q4 2019 Feb 11, 2020	BUY	$270.07 - $327.8 $176,895 - $214,709	655 New	655 $207,000

Others Institutions Holding AVGO

# of Institutions

4,282

Shares Held

3.1B

Call Options Held

70.7M

Put Options Held

85.8M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $101B
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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Evermay Wealth Management LLC Broadcom Inc. Transaction History