Holistic Financial Partners Broadcom Inc. Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

A detailed history of Holistic Financial Partners transactions in Broadcom Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 7,295 shares of AVGO stock, worth $1.2 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

7,295

Previous 702 939.17%

Holding current value

$1.2 Million

Previous $1.13 Million 11.62%

% of portfolio

0.61%

Previous 0.6%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$136.27 - $1745.86 $898,428 - $11.5 Million	6,593 Added 939.17%	7,295 $1.26 Million
Q2 2024 Jul 30, 2024	SELL	$1204.71 - $1828.87 $59,030 - $89,614	-49 Reduced 6.52%	702 $1.13 Million
Q1 2024 May 08, 2024	BUY	$1049.01 - $1407.01 $22,029 - $29,547	21 Added 2.88%	751 $995,000
Q4 2023 Feb 12, 2024	SELL	$814.83 - $1147.0 $4,074 - $5,735	-5 Reduced 0.68%	730 $814,000
Q3 2023 Nov 08, 2023	BUY	$808.36 - $922.89 $33,951 - $38,761	42 Added 6.06%	735 $610,000
Q2 2023 Aug 09, 2023	SELL	$610.16 - $886.18 $177,556 - $257,878	-291 Reduced 29.57%	693 $601,000
Q1 2023 May 04, 2023	BUY	$553.48 - $643.71 $40,957 - $47,634	74 Added 8.13%	984 $631,000
Q4 2022 Feb 07, 2023	SELL	$427.1 - $574.44 $16,229 - $21,828	-38 Reduced 4.01%	910 $508,000
Q3 2022 Nov 09, 2022	SELL	$444.01 - $1748.97 $60,829 - $239,608	-137 Reduced 12.63%	948 $421,000
Q2 2022 Aug 02, 2022	BUY	$485.81 - $634.85 $29,634 - $38,725	61 Added 5.96%	1,085 $527,000
Q1 2022 May 13, 2022	BUY	$533.23 - $670.92 $52,789 - $66,421	99 Added 10.7%	1,024 $645,000
Q3 2021 Nov 12, 2021	SELL	$465.67 - $509.74 $47,498 - $51,993	-102 Reduced 9.93%	925 $449,000
Q2 2021 Aug 13, 2021	SELL	$422.38 - $488.48 $422 - $488	-1 Reduced 0.1%	1,027 $490,000
Q1 2021 May 11, 2021	BUY	$421.25 - $489.96 $9,267 - $10,779	22 Added 2.19%	1,028 $477,000
Q4 2020 Feb 10, 2021	BUY	$347.21 - $437.85 $62,497 - $78,813	180 Added 21.79%	1,006 $440,000
Q3 2020 Nov 13, 2020	BUY	$305.79 - $375.01 $252,582 - $309,758	826 New	826 $301,000

Others Institutions Holding AVGO

# of Institutions

3,724

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 $66.5B
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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Holistic Financial Partners Broadcom Inc. Transaction History