A detailed history of Source Financial Advisors LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Source Financial Advisors LLC holds 549 shares of AVGO stock, worth $96,118. This represents 0.27% of its overall portfolio holdings.

Number of Shares
549
Previous 731 24.9%
Holding current value
$96,118
Previous $968,000 8.99%
% of portfolio
0.27%
Previous 0.29%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$1204.71 - $1828.87 $219,257 - $332,854
-182 Reduced 24.9%
549 $881,000
Q1 2024

May 01, 2024

SELL
$1049.01 - $1407.01 $6,294 - $8,442
-6 Reduced 0.81%
731 $968,000
Q4 2023

Jan 11, 2024

BUY
$814.83 - $1147.0 $18,741 - $26,381
23 Added 3.22%
737 $822,000
Q3 2023

Oct 26, 2023

BUY
$808.36 - $922.89 $2,425 - $2,768
3 Added 0.42%
714 $593,000
Q2 2023

Jul 24, 2023

BUY
$610.16 - $886.18 $14,033 - $20,382
23 Added 3.34%
711 $616,000
Q1 2023

Apr 20, 2023

BUY
$553.48 - $643.71 $18,264 - $21,242
33 Added 5.04%
688 $441,000
Q4 2022

Jan 31, 2023

BUY
$427.1 - $574.44 $18,365 - $24,700
43 Added 7.03%
655 $366,000
Q3 2022

Nov 14, 2022

SELL
$444.01 - $1748.97 $5,328 - $20,987
-12 Reduced 1.92%
612 $272,000
Q2 2022

Aug 15, 2022

SELL
$485.81 - $634.85 $2,914 - $3,809
-6 Reduced 0.95%
624 $303,000
Q1 2022

May 16, 2022

BUY
$533.23 - $670.92 $27,727 - $34,887
52 Added 9.0%
630 $397,000
Q3 2021

Nov 15, 2021

SELL
$465.67 - $509.74 $23,283 - $25,487
-50 Reduced 7.96%
578 $280,000
Q2 2021

Aug 16, 2021

BUY
$422.38 - $488.48 $16,472 - $19,050
39 Added 6.62%
628 $300,000
Q1 2021

May 17, 2021

BUY
$421.25 - $489.96 $25,696 - $29,887
61 Added 11.55%
589 $274,000
Q4 2020

Feb 16, 2021

BUY
$347.21 - $437.85 $183,326 - $231,184
528 New
528 $231,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $70.9B
  • 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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