Phoenix Wealth Advisors Broadcom Inc. Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in Broadcom Inc. stock. As of the latest transaction made, Phoenix Wealth Advisors holds 18,209 shares of AVGO stock, worth $2.99 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

18,209

Previous 2,250 709.29%

Holding current value

$2.99 Million

Previous $3.61 Million 13.04%

% of portfolio

1.46%

Previous 1.82%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$136.27 - $1745.86 $2.17 Million - $27.9 Million	15,959 Added 709.29%	18,209 $3.14 Million
Q2 2024 Jul 17, 2024	SELL	$1204.71 - $1828.87 $190,344 - $288,961	-158 Reduced 6.56%	2,250 $3.61 Million
Q1 2024 Apr 26, 2024	SELL	$1049.01 - $1407.01 $498,279 - $668,329	-475 Reduced 16.48%	2,408 $3.19 Million
Q4 2023 Jan 30, 2024	BUY	$814.83 - $1147.0 $22,815 - $32,116	28 Added 0.98%	2,883 $3.22 Million
Q3 2023 Nov 06, 2023	BUY	$808.36 - $922.89 $62,243 - $71,062	77 Added 2.77%	2,855 $2.37 Million
Q2 2023 Jul 13, 2023	SELL	$610.16 - $886.18 $1.07 Million - $1.56 Million	-1,758 Reduced 38.76%	2,778 $2.41 Million
Q1 2023 May 05, 2023	SELL	$553.48 - $643.71 $580,600 - $675,251	-1,049 Reduced 18.78%	4,536 $2.91 Million
Q4 2022 Feb 06, 2023	BUY	$427.1 - $574.44 $4,698 - $6,318	11 Added 0.2%	5,585 $3.12 Million
Q3 2022 Nov 07, 2022	SELL	$444.01 - $1748.97 $1,332 - $5,246	-3 Reduced 0.05%	5,574 $2.48 Million
Q2 2022 Aug 01, 2022	SELL	$485.81 - $634.85 $14,088 - $18,410	-29 Reduced 0.52%	5,577 $2.71 Million
Q1 2022 May 02, 2022	BUY	$533.23 - $670.92 $2.99 Million - $3.76 Million	5,606 New	5,606 $3.38 Million
Q4 2021 Feb 11, 2022	SELL	$475.95 - $674.28 $30,936 - $43,828	-65 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$422.38 - $488.48 $3,379 - $3,907	8 Added 14.04%	65 $31,000
Q1 2021 Apr 12, 2021	BUY	$421.25 - $489.96 $16,007 - $18,618	38 Added 200.0%	57 $27,000
Q4 2020 Feb 05, 2021	BUY	$347.21 - $437.85 $6,596 - $8,319	19 New	19 $8,000

Others Institutions Holding AVGO

# of Institutions

3,724

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $66.5B
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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Phoenix Wealth Advisors Broadcom Inc. Transaction History