Sequoia Financial Advisors, LLC Broadcom Inc. Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 549,969 shares of AVGO stock, worth $105 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

549,969

Previous 515,245 6.74%

Holding current value

$105 Million

Previous $88.9 Million 43.44%

% of portfolio

1.1%

Previous 0.99%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$159.67 - $250.0 $5.54 Million - $8.68 Million	34,724 Added 6.74%	549,969 $128 Million
Q3 2024 Oct 21, 2024	BUY	$136.27 - $1745.86 $63.6 Million - $815 Million	466,799 Added 963.54%	515,245 $88.9 Million
Q2 2024 Jul 15, 2024	BUY	$1204.71 - $1828.87 $20.5 Million - $31.2 Million	17,036 Added 54.24%	48,446 $77.8 Million
Q1 2024 Apr 30, 2024	SELL	$1049.01 - $1407.01 $8.69 Million - $11.7 Million	-8,280 Reduced 20.86%	31,410 $41.6 Million
Q4 2023 Jan 25, 2024	BUY	$814.83 - $1147.0 $28.5 Million - $40.1 Million	34,949 Added 737.17%	39,690 $44.3 Million
Q3 2023 Nov 08, 2023	BUY	$808.36 - $922.89 $216,640 - $247,334	268 Added 5.99%	4,741 $3.94 Million
Q2 2023 Aug 08, 2023	BUY	$610.16 - $886.18 $421,010 - $611,464	690 Added 18.24%	4,473 $3.88 Million
Q1 2023 Apr 24, 2023	BUY	$553.48 - $643.71 $86,342 - $100,418	156 Added 4.3%	3,783 $2.43 Million
Q4 2022 Feb 10, 2023	SELL	$427.1 - $574.44 $32,032 - $43,083	-75 Reduced 2.03%	3,627 $2.03 Million
Q4 2022 Jan 17, 2023	BUY	$427.1 - $574.44 $813,198 - $1.09 Million	1,904 Added 105.9%	3,702 $0
Q3 2022 Oct 26, 2022	SELL	$444.01 - $1748.97 $88,802 - $349,794	-200 Reduced 10.01%	1,798 $798,000
Q2 2022 Jul 22, 2022	SELL	$485.81 - $634.85 $153,515 - $200,612	-316 Reduced 13.66%	1,998 $970,000
Q1 2022 May 13, 2022	BUY	$533.23 - $670.92 $303,407 - $381,753	569 Added 32.61%	2,314 $1.46 Million
Q4 2021 Feb 11, 2022	BUY	$475.95 - $674.28 $830,532 - $1.18 Million	1,745 New	1,745 $1.16 Million
Q3 2021 Oct 26, 2021	SELL	$465.67 - $509.74 $534,123 - $584,671	-1,147 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$422.38 - $488.48 $78,140 - $90,368	185 Added 19.23%	1,147 $547,000
Q1 2021 May 14, 2021	SELL	$421.25 - $489.96 $48,443 - $56,345	-115 Reduced 10.68%	962 $446,000
Q4 2020 Feb 12, 2021	BUY	$347.21 - $437.85 $55,206 - $69,618	159 Added 17.32%	1,077 $471,000
Q3 2020 Oct 23, 2020	SELL	$305.79 - $375.01 $1,223 - $1,500	-4 Reduced 0.43%	918 $334,000
Q2 2020 Aug 11, 2020	BUY	$223.63 - $318.71 $4,919 - $7,011	22 Added 2.44%	922 $291,000
Q1 2020 May 11, 2020	SELL	$167.87 - $324.7 $285,882 - $552,964	-1,703 Reduced 65.42%	900 $213,000
Q4 2019 Feb 13, 2020	BUY	$270.07 - $327.8 $702,992 - $853,263	2,603 New	2,603 $823,000
Q3 2019 Oct 22, 2019	SELL	$266.44 - $303.77 $544,070 - $620,298	-2,042 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$251.64 - $320.53 $41,017 - $52,246	-163 Reduced 7.39%	2,042 $588,000
Q1 2019 May 13, 2019	BUY	$230.96 - $300.71 $509,266 - $663,065	2,205 New	2,205 $663,000

Others Institutions Holding AVGO

# of Institutions

4,237

Shares Held

3.11B

Call Options Held

81.6M

Put Options Held

96.2M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $77.6B
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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Sequoia Financial Advisors, LLC Broadcom Inc. Transaction History