A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,118 shares of AVGO stock, worth $1.41 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
4,118
Previous 4,113 0.12%
Holding current value
$1.41 Million
Previous $1.13 Billion 27.61%
% of portfolio
1.08%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025

BUY
$264.74 - $369.57 $1,323 - $1,847
5 Added 0.12%
4,118 $1.45 Billion
Q2 2025

Aug 12, 2025

BUY
$146.29 - $275.65 $30,282 - $57,059
207 Added 5.3%
4,113 $1.13 Billion
Q1 2025

May 15, 2025

BUY
$167.43 - $244.7 $125,739 - $183,769
751 Added 23.8%
3,906 $654 Million
Q4 2024

Feb 14, 2025

BUY
$159.67 - $250.0 $224,017 - $350,750
1,403 Added 80.08%
3,155 $731 Million
Q3 2024

Nov 14, 2024

BUY
$136.27 - $1745.86 $238,745 - $3.06 Million
1,752 New
1,752 $302 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $139B
  • 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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