Institute For Wealth Management, Llc. Broadcom Inc. Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Broadcom Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,080 shares of AVGO stock, worth $3.97 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

24,080

Previous 2,393 906.27%

Holding current value

$3.97 Million

Previous $3.84 Million 8.12%

% of portfolio

0.53%

Previous 0.52%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$136.27 - $1745.86 $2.96 Million - $37.9 Million	21,687 Added 906.27%	24,080 $4.15 Million
Q2 2024 Jul 25, 2024	SELL	$1204.71 - $1828.87 $40,960 - $62,181	-34 Reduced 1.4%	2,393 $3.84 Million
Q1 2024 Apr 30, 2024	SELL	$1049.01 - $1407.01 $77,626 - $104,118	-74 Reduced 2.96%	2,427 $3.22 Million
Q4 2023 Jan 31, 2024	SELL	$814.83 - $1147.0 $26,074 - $36,704	-32 Reduced 1.26%	2,501 $2.79 Million
Q3 2023 Oct 13, 2023	SELL	$808.36 - $922.89 $23,442 - $26,763	-29 Reduced 1.13%	2,533 $2.1 Million
Q2 2023 Jul 25, 2023	BUY	$610.16 - $886.18 $33,558 - $48,739	55 Added 2.19%	2,562 $2.22 Million
Q1 2023 Apr 20, 2023	SELL	$553.48 - $643.71 $7,195 - $8,368	-13 Reduced 0.52%	2,507 $1.61 Million
Q4 2022 Feb 02, 2023	SELL	$427.1 - $574.44 $6,406 - $8,616	-15 Reduced 0.59%	2,520 $1.41 Million
Q2 2022 Jul 25, 2022	BUY	$485.81 - $634.85 $9,716 - $12,697	20 Added 0.8%	2,535 $1.23 Million
Q1 2022 Apr 29, 2022	BUY	$533.23 - $670.92 $13,863 - $17,443	26 Added 1.04%	2,515 $1.58 Million
Q4 2021 Jan 21, 2022	BUY	$475.95 - $674.28 $14,278 - $20,228	30 Added 1.22%	2,489 $1.66 Million
Q3 2021 Nov 15, 2021	SELL	$465.67 - $509.74 $6,053 - $6,626	-13 Reduced 0.53%	2,459 $1.19 Million
Q2 2021 Jul 21, 2021	BUY	$422.38 - $488.48 $422 - $488	1 Added 0.04%	2,472 $1.18 Million
Q1 2021 May 04, 2021	BUY	$421.25 - $489.96 $85,092 - $98,971	202 Added 8.9%	2,471 $1.15 Million
Q4 2020 Feb 01, 2021	BUY	$347.21 - $437.85 $51,039 - $64,363	147 Added 6.93%	2,269 $993,000
Q3 2020 Nov 03, 2020	BUY	$305.79 - $375.01 $3,057 - $3,750	10 Added 0.47%	2,122 $773,000
Q2 2020 Jul 30, 2020	BUY	$223.63 - $318.71 $278,866 - $397,431	1,247 Added 144.16%	2,112 $667,000
Q1 2020 Apr 29, 2020	SELL	$167.87 - $324.7 $3,693 - $7,143	-22 Reduced 2.48%	865 $205,000
Q4 2019 Feb 27, 2020	BUY	$270.07 - $327.8 $163,932 - $198,974	607 Added 216.79%	887 $280,000
Q4 2019 Jan 27, 2020	SELL	$270.07 - $327.8 $165,552 - $200,941	-613 Reduced 68.65%	280 $280,000
Q3 2019 Oct 28, 2019	SELL	$266.44 - $303.77 $105,510 - $120,292	-396 Reduced 30.72%	893 $247,000
Q2 2019 Aug 02, 2019	SELL	$251.64 - $320.53 $4,277 - $5,449	-17 Reduced 1.3%	1,289 $371,000
Q1 2019 May 15, 2019	SELL	$230.96 - $300.71 $65,592 - $85,401	-284 Reduced 17.86%	1,306 $393,000
Q4 2018 Feb 08, 2019	BUY	$211.5 - $258.3 $336,285 - $410,697	1,590 New	1,590 $404,000

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 $66.8B
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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Institute For Wealth Management, Llc. Broadcom Inc. Transaction History