Optimum Investment Advisors Broadcom Inc. Transaction History

Optimum Investment Advisors

$220 Million
Q2 2024

A detailed history of Optimum Investment Advisors transactions in Broadcom Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 1,409 shares of AVGO stock, worth $248,885. This represents 1.03% of its overall portfolio holdings.

Number of Shares

1,409

Previous 1,401 0.57%

Holding current value

$248,885

Previous $1.86 Million 21.88%

% of portfolio

1.03%

Previous 0.86%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$1204.71 - $1828.87 $9,637 - $14,630	8 Added 0.57%	1,409 $2.26 Million
Q4 2023 Jan 08, 2024	SELL	$814.83 - $1147.0 $100,224 - $141,081	-123 Reduced 8.07%	1,401 $1.56 Million
Q2 2023 Aug 03, 2023	BUY	$610.16 - $886.18 $57,965 - $84,187	95 Added 6.65%	1,524 $1.32 Million
Q1 2023 May 03, 2023	BUY	$553.48 - $643.71 $33,208 - $38,622	60 Added 4.38%	1,429 $916,000
Q4 2022 Jan 05, 2023	SELL	$427.1 - $574.44 $333,138 - $448,063	-780 Reduced 36.3%	1,369 $0
Q3 2022 Oct 24, 2022	BUY	$444.01 - $1748.97 $444 - $1,748	1 Added 0.05%	2,149 $954,000
Q1 2022 Apr 08, 2022	SELL	$533.23 - $670.92 $93,315 - $117,411	-175 Reduced 7.53%	2,148 $1.35 Million
Q4 2021 Mar 17, 2022	SELL	$475.95 - $674.28 $118,987 - $168,570	-250 Reduced 9.72%	2,323 $1.55 Million
Q3 2021 Oct 22, 2021	SELL	$465.67 - $509.74 $1.24 Million - $1.36 Million	-2,665 Reduced 50.88%	2,573 $1.25 Million
Q2 2021 Aug 02, 2021	SELL	$422.38 - $488.48 $807,168 - $933,485	-1,911 Reduced 26.73%	5,238 $2.5 Million
Q1 2021 Apr 15, 2021	SELL	$421.25 - $489.96 $56,447 - $65,654	-134 Reduced 1.84%	7,149 $3.32 Million
Q4 2020 Jan 21, 2021	BUY	$347.21 - $437.85 $165,271 - $208,416	476 Added 6.99%	7,283 $3.19 Million
Q3 2020 Oct 06, 2020	BUY	$305.79 - $375.01 $76,447 - $93,752	250 Added 3.81%	6,807 $2.48 Million
Q2 2020 Jul 16, 2020	BUY	$223.63 - $318.71 $201,490 - $287,157	901 Added 15.93%	6,557 $2.07 Million
Q1 2020 Apr 21, 2020	SELL	$167.87 - $324.7 $68,826 - $133,127	-410 Reduced 6.76%	5,656 $1.34 Million
Q4 2019 Jan 22, 2020	BUY	$270.07 - $327.8 $56,984 - $69,165	211 Added 3.6%	6,066 $1.92 Million
Q3 2019 Oct 17, 2019	SELL	$266.44 - $303.77 $131,887 - $150,366	-495 Reduced 7.8%	5,855 $1.62 Million
Q1 2019 May 03, 2019	BUY	$230.96 - $300.71 $839,539 - $1.09 Million	3,635 Added 133.89%	6,350 $1.91 Million
Q3 2018 Oct 05, 2018	BUY	$202.46 - $250.56 $8,098 - $10,022	40 Added 1.5%	2,715 $670,000
Q2 2018 Oct 05, 2018	BUY	$225.25 - $270.23 $602,543 - $722,865	2,675 New	2,675 $649,000

Others Institutions Holding AVGO

# of Institutions

3,538

Shares Held

368M

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 $71.5B
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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Optimum Investment Advisors Broadcom Inc. Transaction History