Iht Wealth Management, LLC Broadcom Inc. Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,749 shares of AVGO stock, worth $1.17 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

6,749

Previous 6,082 10.97%

Holding current value

$1.17 Million

Previous $8.06 Million 34.41%

% of portfolio

0.41%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$1204.71 - $1828.87 $803,541 - $1.22 Million	667 Added 10.97%	6,749 $10.8 Million
Q1 2024 May 15, 2024	SELL	$1049.01 - $1407.01 $115,391 - $154,771	-110 Reduced 1.78%	6,082 $8.06 Million
Q4 2023 Feb 14, 2024	SELL	$814.83 - $1147.0 $233,856 - $329,189	-287 Reduced 4.43%	6,192 $6.91 Million
Q3 2023 Nov 14, 2023	BUY	$808.36 - $922.89 $257,058 - $293,479	318 Added 5.16%	6,479 $5.38 Million
Q2 2023 Aug 14, 2023	BUY	$610.16 - $886.18 $306,910 - $445,748	503 Added 8.89%	6,161 $5.34 Million
Q1 2023 May 15, 2023	BUY	$553.48 - $643.71 $235,229 - $273,576	425 Added 8.12%	5,658 $3.63 Million
Q4 2022 Feb 14, 2023	BUY	$427.1 - $574.44 $81,149 - $109,143	190 Added 3.77%	5,233 $2.93 Million
Q3 2022 Nov 22, 2022	BUY	$444.01 - $1748.97 $167,391 - $659,361	377 Added 8.08%	5,043 $2.24 Million
Q2 2022 Aug 15, 2022	BUY	$485.81 - $634.85 $129,225 - $168,870	266 Added 6.05%	4,666 $2.27 Million
Q1 2022 May 16, 2022	BUY	$533.23 - $670.92 $640,942 - $806,445	1,202 Added 37.59%	4,400 $2.77 Million
Q4 2021 Feb 14, 2022	BUY	$475.95 - $674.28 $26,177 - $37,085	55 Added 1.75%	3,198 $2.13 Million
Q3 2021 Nov 15, 2021	SELL	$465.67 - $509.74 $341,336 - $373,639	-733 Reduced 18.91%	3,143 $1.52 Million
Q2 2021 Aug 16, 2021	BUY	$422.38 - $488.48 $24,920 - $28,820	59 Added 1.55%	3,876 $1.85 Million
Q1 2021 May 18, 2021	BUY	$421.25 - $489.96 $94,781 - $110,241	225 Added 6.26%	3,817 $1.77 Million
Q4 2020 Feb 17, 2021	BUY	$347.21 - $437.85 $72,566 - $91,510	209 Added 6.18%	3,592 $1.57 Million
Q3 2020 Nov 19, 2020	SELL	$305.79 - $375.01 $11,008 - $13,500	-36 Reduced 1.05%	3,383 $1.23 Million
Q2 2020 Aug 14, 2020	SELL	$223.63 - $318.71 $101,528 - $144,694	-454 Reduced 11.72%	3,419 $1.08 Million
Q1 2020 May 13, 2020	BUY	$167.87 - $324.7 $90,817 - $175,662	541 Added 16.24%	3,873 $918,000
Q4 2019 Feb 18, 2020	SELL	$270.07 - $327.8 $7,291 - $8,850	-27 Reduced 0.8%	3,332 $1.05 Million
Q3 2019 Nov 15, 2019	BUY	$266.44 - $303.77 $128,956 - $147,024	484 Added 16.83%	3,359 $927,000
Q2 2019 Aug 12, 2019	SELL	$251.64 - $320.53 $6,542 - $8,333	-26 Reduced 0.9%	2,875 $828,000
Q1 2019 May 16, 2019	SELL	$230.96 - $300.71 $18,476 - $24,056	-80 Reduced 2.68%	2,901 $872,000
Q4 2018 Feb 15, 2019	SELL	$211.5 - $258.3 $50,760 - $61,992	-240 Reduced 7.45%	2,981 $758,000
Q3 2018 Nov 14, 2018	BUY	$202.46 - $250.56 $274,940 - $340,260	1,358 Added 72.89%	3,221 $795,000
Q2 2018 Aug 13, 2018	BUY	$225.25 - $270.23 $419,640 - $503,438	1,863 New	1,863 $452,000

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Broadcom Inc. Transaction History