Mount Yale Investment Advisors, LLC Broadcom Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 38,874 shares of AVGO stock, worth $6.41 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

38,874

Previous 2,349 1554.92%

Holding current value

$6.41 Million

Previous $3.77 Million 77.83%

% of portfolio

0.65%

Previous 0.3%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$136.27 - $1745.86 $4.98 Million - $63.8 Million	36,525 Added 1554.92%	38,874 $6.71 Million
Q2 2024 Aug 13, 2024	SELL	$1204.71 - $1828.87 $27,708 - $42,064	-23 Reduced 0.97%	2,349 $3.77 Million
Q1 2024 May 15, 2024	BUY	$1049.01 - $1407.01 $44,058 - $59,094	42 Added 1.8%	2,372 $3.14 Million
Q4 2023 Feb 12, 2024	BUY	$814.83 - $1147.0 $215,929 - $303,955	265 Added 12.83%	2,330 $2.6 Million
Q3 2023 Oct 11, 2023	SELL	$808.36 - $922.89 $126,104 - $143,970	-156 Reduced 7.02%	2,065 $1.72 Million
Q2 2023 Aug 14, 2023	BUY	$610.16 - $886.18 $535,110 - $777,179	877 Added 65.25%	2,221 $1.93 Million
Q1 2023 May 11, 2023	BUY	$553.48 - $643.71 $381,347 - $443,516	689 Added 105.19%	1,344 $862,000
Q4 2022 Feb 13, 2023	SELL	$427.1 - $574.44 $123,431 - $166,013	-289 Reduced 30.61%	655 $366,000
Q3 2022 Nov 07, 2022	BUY	$444.01 - $1748.97 $157,623 - $620,884	355 Added 60.27%	944 $419,000
Q2 2022 Aug 02, 2022	SELL	$485.81 - $634.85 $4,858 - $6,348	-10 Reduced 1.67%	589 $286,000
Q1 2022 May 03, 2022	SELL	$533.23 - $670.92 $56,522 - $71,117	-106 Reduced 15.04%	599 $377,000
Q3 2021 Nov 02, 2021	SELL	$465.67 - $509.74 $1,397 - $1,529	-3 Reduced 0.42%	705 $342,000
Q2 2021 Aug 04, 2021	BUY	$422.38 - $488.48 $10,559 - $12,212	25 Added 3.66%	708 $338,000
Q1 2021 May 04, 2021	BUY	$421.25 - $489.96 $26,960 - $31,357	64 Added 10.34%	683 $317,000
Q4 2020 Feb 12, 2021	SELL	$347.21 - $437.85 $15,624 - $19,703	-45 Reduced 6.78%	619 $271,000
Q3 2020 Nov 16, 2020	SELL	$305.79 - $375.01 $633,291 - $776,645	-2,071 Reduced 75.72%	664 $242,000
Q2 2020 Jul 09, 2020	SELL	$223.63 - $318.71 $65,523 - $93,382	-293 Reduced 9.68%	2,735 $863,000
Q1 2020 May 04, 2020	SELL	$167.87 - $324.7 $11,918 - $23,053	-71 Reduced 2.29%	3,028 $718,000
Q4 2019 Feb 13, 2020	BUY	$270.07 - $327.8 $11,613 - $14,095	43 Added 1.41%	3,099 $946,000
Q3 2019 Nov 14, 2019	BUY	$266.44 - $303.77 $68,475 - $78,068	257 Added 9.18%	3,056 $964,000
Q2 2019 Aug 13, 2019	SELL	$251.64 - $320.53 $6,542 - $8,333	-26 Reduced 0.92%	2,799 $756,000
Q1 2019 May 15, 2019	BUY	$230.96 - $300.71 $25,636 - $33,378	111 Added 4.09%	2,825 $850,000
Q4 2018 Feb 14, 2019	SELL	$211.5 - $258.3 $56,047 - $68,449	-265 Reduced 8.9%	2,714 $748,000
Q3 2018 Nov 13, 2018	SELL	$202.46 - $250.56 $1.08 Million - $1.33 Million	-5,317 Reduced 64.09%	2,979 $698,000
Q2 2018 Aug 22, 2018	BUY	$225.25 - $270.23 $1.87 Million - $2.24 Million	8,296 New	8,296 $2.01 Million

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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Mount Yale Investment Advisors, LLC Broadcom Inc. Transaction History