Lyell Wealth Management, LP Broadcom Inc. Transaction History

Lyell Wealth Management, LP

$1.1 Billion
Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Broadcom Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 16,614 shares of AVGO stock, worth $3.93 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

16,614

Previous 16,610 0.02%

Holding current value

$3.93 Million

Previous $2.87 Million 34.42%

% of portfolio

0.35%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$159.67 - $250.0 $638 - $1,000	4 Added 0.02%	16,614 $3.85 Million
Q3 2024 Oct 23, 2024	BUY	$136.27 - $1745.86 $2.04 Million - $26.1 Million	14,947 Added 898.8%	16,610 $2.87 Million
Q2 2024 Aug 08, 2024	BUY	$1204.71 - $1828.87 $59,030 - $89,614	49 Added 3.04%	1,663 $2.67 Million
Q1 2024 May 03, 2024	BUY	$1049.01 - $1407.01 $38,813 - $52,059	37 Added 2.35%	1,614 $2.14 Million
Q4 2023 Feb 02, 2024	BUY	$814.83 - $1147.0 $44,000 - $61,938	54 Added 3.55%	1,577 $1.76 Million
Q3 2023 Oct 31, 2023	SELL	$808.36 - $922.89 $202,090 - $230,722	-250 Reduced 14.1%	1,523 $1.26 Million
Q2 2023 Aug 04, 2023	SELL	$610.16 - $886.18 $6,101 - $8,861	-10 Reduced 0.56%	1,773 $1.54 Million
Q1 2023 May 03, 2023	BUY	$553.48 - $643.71 $13,837 - $16,092	25 Added 1.42%	1,783 $1.14 Million
Q4 2022 Jan 24, 2023	BUY	$427.1 - $574.44 $121,723 - $163,715	285 Added 19.35%	1,758 $0
Q3 2022 Oct 24, 2022	BUY	$444.01 - $1748.97 $58,165 - $229,115	131 Added 9.76%	1,473 $654,000
Q2 2022 Jul 28, 2022	BUY	$485.81 - $634.85 $1,943 - $2,539	4 Added 0.3%	1,342 $652,000
Q1 2022 May 04, 2022	BUY	$533.23 - $670.92 $38,925 - $48,977	73 Added 5.77%	1,338 $843,000
Q4 2021 Feb 08, 2022	SELL	$475.95 - $674.28 $22,369 - $31,691	-47 Reduced 3.58%	1,265 $842,000
Q2 2021 Aug 09, 2021	BUY	$422.38 - $488.48 $23,653 - $27,354	56 Added 4.46%	1,312 $626,000
Q1 2021 May 07, 2021	BUY	$421.25 - $489.96 $529,090 - $615,389	1,256 New	1,256 $582,000

Others Institutions Holding AVGO

# of Institutions

4,066

Shares Held

3.12B

Call Options Held

77.9M

Put Options Held

85.4M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $95.7B
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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Lyell Wealth Management, LP Broadcom Inc. Transaction History