Naviter Wealth, LLC Broadcom Inc. Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 40,971 shares of AVGO stock, worth $9.37 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

40,971

Previous 26,290 55.84%

Holding current value

$9.37 Million

Previous $4.54 Million 109.44%

% of portfolio

1.17%

Previous 0.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$159.67 - $250.0 $2.34 Million - $3.67 Million	14,681 Added 55.84%	40,971 $9.5 Million
Q3 2024 Oct 16, 2024	BUY	$136.27 - $1745.86 $3.21 Million - $41.1 Million	23,552 Added 860.19%	26,290 $4.54 Million
Q2 2024 Aug 01, 2024	SELL	$1204.71 - $1828.87 $85,534 - $129,849	-71 Reduced 2.53%	2,738 $4.4 Million
Q1 2024 Apr 18, 2024	BUY	$1049.01 - $1407.01 $279,036 - $374,264	266 Added 10.46%	2,809 $3.72 Million
Q4 2023 Feb 05, 2024	BUY	$814.83 - $1147.0 $387,044 - $544,825	475 Added 22.97%	2,543 $2.84 Million
Q3 2023 Nov 14, 2023	BUY	$808.36 - $922.89 $6,466 - $7,383	8 Added 0.39%	2,068 $1.72 Million
Q2 2023 Jul 20, 2023	BUY	$610.16 - $886.18 $134,845 - $195,845	221 Added 12.02%	2,060 $1.79 Million
Q1 2023 Apr 12, 2023	SELL	$553.48 - $643.71 $907,707 - $1.06 Million	-1,640 Reduced 47.14%	1,839 $1.18 Million
Q4 2022 Jan 31, 2023	BUY	$427.1 - $574.44 $492,446 - $662,329	1,153 Added 49.57%	3,479 $1.95 Million
Q3 2022 Oct 27, 2022	BUY	$444.01 - $1748.97 $135,867 - $535,184	306 Added 15.15%	2,326 $1.03 Million
Q2 2022 Jul 18, 2022	BUY	$485.81 - $634.85 $981,336 - $1.28 Million	2,020 New	2,020 $981,000

Others Institutions Holding AVGO

# of Institutions

4,219

Shares Held

3.11B

Call Options Held

81.6M

Put Options Held

96.2M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $92.6B
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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Naviter Wealth, LLC Broadcom Inc. Transaction History