Gradient Capital Advisors, LLC Broadcom Inc. Transaction History

Gradient Capital Advisors, LLC

$296 Million
Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 9,805 shares of AVGO stock, worth $1.62 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

9,805

Previous 1,075 812.09%

Holding current value

$1.62 Million

Previous $1.73 Million 1.97%

% of portfolio

0.57%

Previous 0.62%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$136.27 - $1745.86 $1.19 Million - $15.2 Million	8,730 Added 812.09%	9,805 $1.69 Million
Q2 2024 Jul 19, 2024	BUY	$1204.71 - $1828.87 $63,849 - $96,930	53 Added 5.19%	1,075 $1.73 Million
Q1 2024 Apr 17, 2024	SELL	$1049.01 - $1407.01 $19,931 - $26,733	-19 Reduced 1.83%	1,022 $1.35 Million
Q4 2023 Jan 31, 2024	BUY	$814.83 - $1147.0 $44,815 - $63,085	55 Added 5.58%	1,041 $1.16 Million
Q3 2023 Oct 24, 2023	BUY	$808.36 - $922.89 $8,891 - $10,151	11 Added 1.13%	986 $818,000
Q2 2023 Jul 18, 2023	BUY	$610.16 - $886.18 $7,321 - $10,634	12 Added 1.25%	975 $845,000
Q1 2023 Apr 17, 2023	BUY	$553.48 - $643.71 $2,767 - $3,218	5 Added 0.52%	963 $617,000
Q4 2022 Feb 03, 2023	BUY	$427.1 - $574.44 $2,562 - $3,446	6 Added 0.63%	958 $535,000
Q3 2022 Nov 04, 2022	BUY	$444.01 - $1748.97 $2,664 - $10,493	6 Added 0.63%	952 $423,000
Q2 2022 Jul 18, 2022	BUY	$485.81 - $634.85 $1,943 - $2,539	4 Added 0.42%	946 $460,000
Q1 2022 Apr 29, 2022	BUY	$533.23 - $670.92 $10,664 - $13,418	20 Added 2.17%	942 $593,000
Q4 2021 Jan 31, 2022	BUY	$475.95 - $674.28 $2,379 - $3,371	5 Added 0.55%	922 $614,000
Q3 2021 Nov 02, 2021	BUY	$465.67 - $509.74 $2,328 - $2,548	5 Added 0.55%	917 $445,000
Q2 2021 Aug 02, 2021	BUY	$422.38 - $488.48 $8,025 - $9,281	19 Added 2.13%	912 $435,000
Q1 2021 Apr 21, 2021	BUY	$421.25 - $489.96 $2,527 - $2,939	6 Added 0.68%	893 $414,000
Q4 2020 Jan 20, 2021	BUY	$347.21 - $437.85 $5,208 - $6,567	15 Added 1.72%	887 $388,000
Q3 2020 Oct 21, 2020	BUY	$305.79 - $375.01 $12,231 - $15,000	40 Added 4.81%	872 $318,000
Q2 2020 Jul 28, 2020	BUY	$223.63 - $318.71 $186,060 - $265,166	832 New	832 $263,000
Q1 2020 Apr 22, 2020	SELL	$167.87 - $324.7 $136,981 - $264,955	-816 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$270.07 - $327.8 $5,131 - $6,228	-19 Reduced 2.28%	816 $258,000
Q3 2019 Oct 22, 2019	SELL	$266.44 - $303.77 $16,519 - $18,833	-62 Reduced 6.91%	835 $231,000
Q2 2019 Jul 16, 2019	BUY	$251.64 - $320.53 $55,109 - $70,196	219 Added 32.3%	897 $258,000
Q1 2019 Apr 16, 2019	BUY	$230.96 - $300.71 $156,590 - $203,881	678 New	678 $204,000

Others Institutions Holding AVGO

# of Institutions

3,723

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 $67.1B
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-...

More about AVGO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Account

Gradient Capital Advisors, LLC Broadcom Inc. Transaction History