Icon Wealth Partners, LLC Broadcom Inc. Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,414 shares of AVGO stock, worth $1.28 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

7,414

Previous 8,931 16.99%

Holding current value

$1.28 Million

Previous $7.75 Million 20.52%

% of portfolio

0.7%

Previous 0.82%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$808.36 - $922.89 $1.23 Million - $1.4 Million	-1,517 Reduced 16.99%	7,414 $6.16 Million
Q2 2023 Aug 03, 2023	SELL	$610.16 - $886.18 $1.55 Million - $2.25 Million	-2,536 Reduced 22.12%	8,931 $7.75 Million
Q1 2023 May 11, 2023	SELL	$553.48 - $643.71 $1.17 Million - $1.36 Million	-2,116 Reduced 15.58%	11,467 $7.36 Million
Q2 2022 Jul 19, 2022	BUY	$485.81 - $634.85 $92,303 - $120,621	190 Added 1.42%	13,583 $6.6 Million
Q1 2022 Apr 19, 2022	BUY	$533.23 - $670.92 $630,811 - $793,698	1,183 Added 9.69%	13,393 $8.43 Million
Q4 2021 Jan 19, 2022	SELL	$475.95 - $674.28 $98,521 - $139,575	-207 Reduced 1.67%	12,210 $8.12 Million
Q3 2021 Nov 15, 2021	BUY	$465.67 - $509.74 $43,307 - $47,405	93 Added 0.75%	12,417 $6.02 Million
Q2 2021 Jul 30, 2021	BUY	$422.38 - $488.48 $439,275 - $508,019	1,040 Added 9.22%	12,324 $5.88 Million
Q1 2021 Apr 26, 2021	BUY	$421.25 - $489.96 $635,666 - $739,349	1,509 Added 15.44%	11,284 $5.23 Million
Q4 2020 Feb 08, 2021	BUY	$347.21 - $437.85 $295,822 - $373,048	852 Added 9.55%	9,775 $4.28 Million
Q3 2020 Oct 22, 2020	BUY	$305.79 - $375.01 $1.43 Million - $1.75 Million	4,661 Added 109.36%	8,923 $3.25 Million
Q2 2020 Jul 14, 2020	BUY	$223.63 - $318.71 $490,867 - $699,568	2,195 Added 106.19%	4,262 $1.35 Million
Q1 2020 Apr 17, 2020	BUY	$167.87 - $324.7 $35,588 - $68,836	212 Added 11.43%	2,067 $490,000
Q4 2019 Jan 29, 2020	BUY	$270.07 - $327.8 $41,860 - $50,809	155 Added 9.12%	1,855 $586,000
Q3 2019 Oct 24, 2019	SELL	$266.44 - $303.77 $20,249 - $23,086	-76 Reduced 4.28%	1,700 $469,000
Q2 2019 Aug 13, 2019	BUY	$251.64 - $320.53 $144,189 - $183,663	573 Added 47.63%	1,776 $511,000
Q1 2019 May 09, 2019	SELL	$230.96 - $300.71 $24,481 - $31,875	-106 Reduced 8.1%	1,203 $362,000
Q4 2018 Feb 14, 2019	SELL	$211.5 - $258.3 $25,591 - $31,254	-121 Reduced 8.46%	1,309 $333,000
Q3 2018 Nov 14, 2018	BUY	$202.46 - $250.56 $1,012 - $1,252	5 Added 0.35%	1,430 $353,000
Q2 2018 Aug 13, 2018	BUY	$225.25 - $270.23 $320,981 - $385,077	1,425 New	1,425 $346,000

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-...

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Icon Wealth Partners, LLC Broadcom Inc. Transaction History