Polaris Wealth Advisory Group, LLC Broadcom Inc. Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 21,046 shares of AVGO stock, worth $36.4 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

21,046

Previous 31,446 33.07%

Holding current value

$36.4 Million

Previous $27.3 Million 35.92%

% of portfolio

1.34%

Previous 2.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$808.36 - $922.89 $8.41 Million - $9.6 Million	-10,400 Reduced 33.07%	21,046 $17.5 Million
Q2 2023 Aug 07, 2023	BUY	$610.16 - $886.18 $4.56 Million - $6.62 Million	7,474 Added 31.18%	31,446 $27.3 Million
Q1 2023 May 03, 2023	SELL	$553.48 - $643.71 $2.49 Million - $2.9 Million	-4,498 Reduced 15.8%	23,972 $15.4 Million
Q4 2022 Jan 19, 2023	BUY	$427.1 - $574.44 $12.2 Million - $16.4 Million	28,470 New	28,470 $0
Q2 2022 Jul 12, 2022	SELL	$485.81 - $634.85 $1.75 Million - $2.29 Million	-3,612 Reduced 8.42%	39,285 $19.1 Million

Q1 2022 Apr 19, 2022	BUY	$533.23 - $670.92 $22.9 Million - $28.8 Million	42,897 New	42,897 $25.9 Million
Q3 2021 Oct 18, 2021	SELL	$465.67 - $509.74 $20 Million - $21.9 Million	-42,894 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$422.38 - $488.48 $8.84 Million - $10.2 Million	20,928 Added 95.27%	42,894 $20.1 Million
Q1 2021 Apr 19, 2021	BUY	$421.25 - $489.96 $9.25 Million - $10.8 Million	21,966 New	21,966 $10.7 Million
Q4 2020 Jan 25, 2021	SELL	$347.21 - $437.85 $19.4 Million - $24.5 Million	-55,945 Closed	0 $0
Q3 2020 Oct 15, 2020	SELL	$305.79 - $375.01 $6.12 Million - $7.51 Million	-20,026 Reduced 26.36%	55,945 $20.5 Million
Q2 2020 Jul 13, 2020	BUY	$223.63 - $318.71 $17 Million - $24.2 Million	75,971 New	75,971 $23.8 Million
Q1 2020 Apr 09, 2020	SELL	$167.87 - $324.7 $11.5 Million - $22.2 Million	-68,485 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$270.07 - $327.8 $18.5 Million - $22.4 Million	68,485 New	68,485 $21 Million
Q2 2019 Jul 25, 2019	SELL	$251.64 - $320.53 $1.31 Million - $1.67 Million	-5,207 Closed	0 $0
Q1 2019 Apr 09, 2019	BUY	$230.96 - $300.71 $516,888 - $672,988	2,238 Added 75.38%	5,207 $1.59 Million
Q4 2018 Jan 17, 2019	BUY	$211.5 - $258.3 $390,006 - $476,305	1,844 Added 163.91%	2,969 $755,000
Q3 2018 Oct 19, 2018	BUY	$202.46 - $250.56 $227,767 - $281,880	1,125 New	1,125 $278,000

Others Institutions Holding AVGO

# of Institutions

3,277

Shares Held

342M

Call Options Held

7.53M

Put Options Held

8.08M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $700B
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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Polaris Wealth Advisory Group, LLC Broadcom Inc. Transaction History