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 $1.9 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
11,504
Previous 1,113 933.6%
Holding current value
$1.9 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 $66.7B
  • 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
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