Marcum Wealth, LLC Broadcom Inc. Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,113 shares of AVGO stock, worth $289,481. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,113

Previous 2,001 5.6%

Holding current value

$289,481

Previous $2.65 Million 27.9%

% of portfolio

0.34%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$1204.71 - $1828.87 $134,927 - $204,833	112 Added 5.6%	2,113 $3.39 Million
Q1 2024 Apr 10, 2024	SELL	$1049.01 - $1407.01 $263,301 - $353,159	-251 Reduced 11.15%	2,001 $2.65 Million
Q4 2023 Jan 10, 2024	BUY	$814.83 - $1147.0 $144,224 - $203,019	177 Added 8.53%	2,252 $2.51 Million
Q3 2023 Oct 10, 2023	SELL	$808.36 - $922.89 $29,909 - $34,146	-37 Reduced 1.75%	2,075 $1.72 Million
Q2 2023 Jul 13, 2023	SELL	$610.16 - $886.18 $377,689 - $548,545	-619 Reduced 22.67%	2,112 $1.83 Million
Q1 2023 Apr 19, 2023	BUY	$553.48 - $643.71 $54,241 - $63,083	98 Added 3.72%	2,731 $1.75 Million
Q4 2022 Jan 12, 2023	BUY	$427.1 - $574.44 $29,042 - $39,061	68 Added 2.65%	2,633 $0
Q3 2022 Oct 11, 2022	SELL	$444.01 - $1748.97 $55,057 - $216,872	-124 Reduced 4.61%	2,565 $1.14 Million
Q2 2022 Jul 14, 2022	BUY	$485.81 - $634.85 $55,868 - $73,007	115 Added 4.47%	2,689 $1.31 Million
Q1 2022 Apr 20, 2022	SELL	$533.23 - $670.92 $533 - $670	-1 Reduced 0.04%	2,574 $1.62 Million
Q4 2021 Feb 01, 2022	SELL	$475.95 - $674.28 $94,714 - $134,181	-199 Reduced 7.17%	2,575 $1.71 Million
Q3 2021 Nov 08, 2021	SELL	$465.67 - $509.74 $29,337 - $32,113	-63 Reduced 2.22%	2,774 $1.35 Million
Q2 2021 Aug 10, 2021	BUY	$422.38 - $488.48 $24,920 - $28,820	59 Added 2.12%	2,837 $1.35 Million
Q1 2021 May 11, 2021	BUY	$421.25 - $489.96 $1.17 Million - $1.36 Million	2,778 New	2,778 $1.29 Million

Others Institutions Holding AVGO

# of Institutions

3,519

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 $55.5B
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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Marcum Wealth, LLC Broadcom Inc. Transaction History