Ibex Wealth Advisors Broadcom Inc. Transaction History

Ibex Wealth Advisors

$635 Million
Q2 2024

A detailed history of Ibex Wealth Advisors transactions in Broadcom Inc. stock. As of the latest transaction made, Ibex Wealth Advisors holds 21,127 shares of AVGO stock, worth $3.65 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

21,127

Previous 18,058 17.0%

Holding current value

$3.65 Million

Previous $10.1 Million 235.94%

% of portfolio

5.34%

Previous 2.74%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$1204.71 - $1828.87 $3.7 Million - $5.61 Million	3,069 Added 17.0%	21,127 $33.9 Million
Q1 2024 Apr 18, 2024	BUY	$1049.01 - $1407.01 $18.9 Million - $25.4 Million	18,040 Added 100222.22%	18,058 $10.1 Million
Q4 2023 Jan 29, 2024	SELL	$814.83 - $1147.0 $14.8 Million - $20.8 Million	-18,156 Reduced 99.9%	18 $20.5 Million
Q3 2023 Nov 07, 2023	SELL	$808.36 - $922.89 $5,658 - $6,460	-7 Reduced 0.04%	18,174 $15.1 Million
Q1 2023 May 15, 2023	BUY	$553.48 - $643.71 $68,078 - $79,176	123 Added 0.68%	18,181 $11.7 Million
Q4 2022 Feb 06, 2023	BUY	$427.1 - $574.44 $1.42 Million - $1.9 Million	3,316 Added 22.49%	18,058 $10.1 Million
Q3 2022 Oct 31, 2022	SELL	$444.01 - $1748.97 $58,609 - $230,864	-132 Reduced 0.89%	14,742 $6.55 Million
Q2 2022 Aug 16, 2022	SELL	$485.81 - $634.85 $1.33 Million - $1.74 Million	-2,733 Reduced 15.52%	14,874 $7.23 Million
Q1 2022 May 16, 2022	BUY	$533.23 - $670.92 $1.92 Million - $2.42 Million	3,603 Added 25.73%	17,607 $11.1 Million
Q4 2021 Feb 22, 2022	BUY	$475.95 - $674.28 $123,271 - $174,638	259 Added 1.88%	14,004 $9.32 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $114,554 - $125,396	246 Added 1.82%	13,745 $6.67 Million
Q2 2021 Aug 20, 2021	BUY	$422.38 - $488.48 $159,659 - $184,645	378 Added 2.88%	13,499 $6.44 Million
Q1 2021 May 05, 2021	BUY	$421.25 - $489.96 $176,082 - $204,803	418 Added 3.29%	13,121 $6.08 Million
Q4 2020 Jan 22, 2021	BUY	$347.21 - $437.85 $132,634 - $167,258	382 Added 3.1%	12,703 $5.56 Million
Q3 2020 Oct 23, 2020	BUY	$305.79 - $375.01 $86,844 - $106,502	284 Added 2.36%	12,321 $4.49 Million
Q2 2020 Aug 14, 2020	BUY	$223.63 - $318.71 $2.69 Million - $3.84 Million	12,037 New	12,037 $3.8 Million
Q3 2019 Nov 12, 2019	SELL	$266.44 - $303.77 $49,024 - $55,893	-184 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$251.64 - $320.53 $46,301 - $58,977	184 New	184 $53,000

Others Institutions Holding AVGO

# of Institutions

3,526

Shares Held

351M

Call Options Held

7.83M

Put Options Held

8.05M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $69.9B
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 Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Account

Ibex Wealth Advisors Broadcom Inc. Transaction History