A detailed history of Phillips Wealth Planners LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 11,504 shares of AVGO stock, worth $2.78 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
11,504
Previous 1,113 933.6%
Holding current value
$2.78 Million
Previous $1.94 Billion 4.75%
% of portfolio
1.95%
Previous 2.05%

Shares

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

Oct 28, 2024

BUY
$136.27 - $1745.86 $1.42 Million - $18.1 Million
10,391 Added 933.6%
11,504 $2.03 Billion
Q2 2024

Aug 02, 2024

SELL
$1204.71 - $1828.87 $362,617 - $550,489
-301 Reduced 21.29%
1,113 $1.94 Billion
Q1 2024

Apr 29, 2024

SELL
$1049.01 - $1407.01 $317,850 - $426,324
-303 Reduced 17.65%
1,414 $1.88 Billion
Q4 2023

Feb 12, 2024

BUY
$814.83 - $1147.0 $58,667 - $82,584
72 Added 4.38%
1,717 $1.96 Billion
Q3 2023

Oct 30, 2023

SELL
$808.36 - $922.89 $71,135 - $81,214
-88 Reduced 5.08%
1,645 $1.43 Billion
Q2 2023

Jul 26, 2023

SELL
$610.16 - $886.18 $513,754 - $746,163
-842 Reduced 32.7%
1,733 $1.5 Billion
Q1 2023

May 15, 2023

SELL
$553.48 - $643.71 $14,390 - $16,736
-26 Reduced 1.0%
2,575 $1.64 Billion
Q4 2022

Feb 14, 2023

BUY
$427.1 - $574.44 $1.11 Million - $1.49 Million
2,601 New
2,601 $1.56 Billion

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $97.9B
  • 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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.