A detailed history of One Ascent Wealth Management LLC transactions in Broadcom Inc. stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,066 shares of AVGO stock, worth $649,218. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,066
Previous 407 899.02%
Holding current value
$649,218
Previous $654,000 7.19%
% of portfolio
0.27%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$136.27 - $1745.86 $498,611 - $6.39 Million
3,659 Added 899.02%
4,066 $701,000
Q2 2024

Jul 17, 2024

SELL
$1204.71 - $1828.87 $16,865 - $25,604
-14 Reduced 3.33%
407 $654,000
Q1 2024

Apr 16, 2024

SELL
$1049.01 - $1407.01 $125,881 - $168,841
-120 Reduced 22.18%
421 $561,000
Q4 2023

Jan 11, 2024

BUY
$814.83 - $1147.0 $166,225 - $233,988
204 Added 60.53%
541 $604,000
Q3 2023

Oct 13, 2023

BUY
$808.36 - $922.89 $272,417 - $311,013
337 New
337 $280,000
Q3 2022

Nov 02, 2022

BUY
$444.01 - $1748.97 $41,736 - $164,403
94 Added 19.07%
587 $261,000
Q2 2022

Aug 08, 2022

BUY
$485.81 - $634.85 $16,031 - $20,950
33 Added 7.17%
493 $240,000
Q1 2022

May 12, 2022

SELL
$533.23 - $670.92 $4,799 - $6,038
-9 Reduced 1.92%
460 $290,000
Q4 2021

Feb 08, 2022

SELL
$475.95 - $674.28 $297,944 - $422,099
-626 Reduced 57.17%
469 $312,000
Q3 2021

Nov 12, 2021

BUY
$465.67 - $509.74 $509,908 - $558,165
1,095 New
1,095 $531,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $64.7B
  • 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-...
More about AVGO
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.