Integrated Wealth Concepts LLC Broadcom Inc. Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 119,507 shares of AVGO stock, worth $42.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

119,507

Previous 112,866 5.88%

Holding current value

$42.8 Million

Previous $18.9 Million 74.32%

% of portfolio

0.36%

Previous 0.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$146.29 - $275.65 $971,511 - $1.83 Million	6,641 Added 5.88%	119,507 $32.9 Million
Q1 2025 May 15, 2025	SELL	$167.43 - $244.7 $3.9 Million - $5.69 Million	-23,270 Reduced 17.09%	112,866 $18.9 Million
Q4 2024 Feb 14, 2025	BUY	$159.67 - $250.0 $2.95 Million - $4.62 Million	18,475 Added 15.7%	136,136 $31.6 Million
Q3 2024 Nov 14, 2024	BUY	$136.27 - $1745.86 $14.5 Million - $186 Million	106,456 Added 950.08%	117,661 $20.3 Million
Q2 2024 Aug 14, 2024	BUY	$1204.71 - $1828.87 $425,262 - $645,591	353 Added 3.25%	11,205 $18 Million
Q1 2024 May 15, 2024	BUY	$1049.01 - $1407.01 $685,003 - $918,777	653 Added 6.4%	10,852 $14.4 Million
Q4 2023 Feb 13, 2024	BUY	$814.83 - $1147.0 $1.2 Million - $1.69 Million	1,474 Added 16.89%	10,199 $11.4 Million
Q3 2023 Nov 15, 2023	SELL	$808.36 - $922.89 $248,974 - $284,250	-308 Reduced 3.41%	8,725 $7.25 Million
Q2 2023 Aug 15, 2023	BUY	$610.16 - $886.18 $1.07 Million - $1.56 Million	1,760 Added 24.2%	9,033 $7.84 Million
Q1 2023 May 03, 2023	SELL	$553.48 - $643.71 $308,841 - $359,190	-558 Reduced 7.13%	7,273 $4.67 Million
Q4 2022 Feb 13, 2023	BUY	$427.1 - $574.44 $144,359 - $194,160	338 Added 4.51%	7,831 $4.38 Million
Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $38,184 - $150,411	86 Added 1.16%	7,493 $3.33 Million
Q2 2022 Aug 08, 2022	BUY	$485.81 - $634.85 $223,958 - $292,665	461 Added 6.64%	7,407 $3.6 Million
Q1 2022 May 12, 2022	BUY	$533.23 - $670.92 $804,110 - $1.01 Million	1,508 Added 27.73%	6,946 $4.37 Million
Q4 2021 Feb 15, 2022	BUY	$475.95 - $674.28 $1.01 Million - $1.42 Million	2,112 Added 63.5%	5,438 $3.62 Million
Q3 2021 Nov 15, 2021	BUY	$465.67 - $509.74 $430,744 - $471,509	925 Added 38.53%	3,326 $1.61 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $15,628 - $18,073	37 Added 1.57%	2,401 $1.15 Million
Q1 2021 May 13, 2021	SELL	$421.25 - $489.96 $44,652 - $51,935	-106 Reduced 4.29%	2,364 $1.1 Million
Q4 2020 Feb 12, 2021	BUY	$347.21 - $437.85 $93,746 - $118,219	270 Added 12.27%	2,470 $1.08 Million
Q3 2020 Nov 13, 2020	SELL	$305.79 - $375.01 $4,586 - $5,625	-15 Reduced 0.68%	2,200 $801,000
Q2 2020 Jul 30, 2020	SELL	$223.63 - $318.71 $50,764 - $72,347	-227 Reduced 9.3%	2,215 $699,000
Q1 2020 May 18, 2020	BUY	$167.87 - $324.7 $56,907 - $110,073	339 Added 16.12%	2,442 $579,000
Q4 2019 Feb 20, 2020	BUY	$270.07 - $327.8 $567,957 - $689,363	2,103 New	2,103 $665,000

Others Institutions Holding AVGO

# of Institutions

4,745

Shares Held

3.17B

Call Options Held

69.3M

Put Options Held

79.8M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $145B
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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Integrated Wealth Concepts LLC Broadcom Inc. Transaction History