Ropes Wealth Advisors LLC Broadcom Inc. Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 2,023 shares of AVGO stock, worth $3.35 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,023

Previous 2,093 3.34%

Holding current value

$3.35 Million

Previous $1.82 Million 7.44%

% of portfolio

0.33%

Previous 0.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$808.36 - $922.89 $56,585 - $64,602	-70 Reduced 3.34%	2,023 $1.68 Million
Q2 2023 Aug 07, 2023	BUY	$610.16 - $886.18 $328,876 - $477,651	539 Added 34.68%	2,093 $1.82 Million
Q1 2023 May 08, 2023	BUY	$553.48 - $643.71 $35,976 - $41,841	65 Added 4.37%	1,554 $996,000
Q4 2022 Feb 06, 2023	BUY	$427.1 - $574.44 $147,776 - $198,756	346 Added 30.27%	1,489 $832,000
Q3 2022 Nov 01, 2022	BUY	$444.01 - $1748.97 $75,925 - $299,073	171 Added 17.59%	1,143 $508,000

Q2 2022 Aug 10, 2022	BUY	$485.81 - $634.85 $26,719 - $34,916	55 Added 6.0%	972 $472,000
Q1 2022 May 04, 2022	SELL	$533.23 - $670.92 $53,323 - $67,092	-100 Reduced 9.83%	917 $577,000
Q4 2021 Feb 10, 2022	BUY	$475.95 - $674.28 $34,744 - $49,222	73 Added 7.73%	1,017 $677,000
Q3 2021 Nov 05, 2021	BUY	$465.67 - $509.74 $6,519 - $7,136	14 Added 1.51%	944 $458,000
Q1 2021 May 12, 2021	BUY	$421.25 - $489.96 $257,805 - $299,855	612 Added 192.45%	930 $409,000
Q4 2020 Feb 05, 2021	BUY	$347.21 - $437.85 $9,721 - $12,259	28 Added 9.66%	318 $139,000
Q3 2020 Oct 16, 2020	SELL	$305.79 - $375.01 $5,198 - $6,375	-17 Reduced 5.54%	290 $106,000
Q2 2020 Jul 20, 2020	SELL	$223.63 - $318.71 $4,025 - $5,736	-18 Reduced 5.54%	307 $97,000
Q4 2019 Feb 05, 2020	SELL	$270.07 - $327.8 $202,552 - $245,850	-750 Reduced 69.77%	325 $103,000
Q2 2019 Jul 31, 2019	SELL	$251.64 - $320.53 $6,291 - $8,013	-25 Reduced 2.27%	1,075 $309,000
Q4 2018 Feb 08, 2019	SELL	$211.5 - $258.3 $12,690 - $15,498	-60 Reduced 5.17%	1,100 $280,000
Q3 2018 Oct 30, 2018	BUY	$202.46 - $250.56 $196,386 - $243,043	970 Added 510.53%	1,160 $286,000
Q2 2018 Aug 13, 2018	BUY	$225.25 - $270.23 $42,797 - $51,343	190 New	190 $46,000

Others Institutions Holding AVGO

# of Institutions

3,275

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 $671B
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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Ropes Wealth Advisors LLC Broadcom Inc. Transaction History