Wealthspire Advisors, LLC Broadcom Inc. Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 41,508 shares of AVGO stock, worth $7.83 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

41,508

Previous 39,121 6.1%

Holding current value

$7.83 Million

Previous $6.75 Million 42.58%

% of portfolio

0.1%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$159.67 - $250.0 $381,132 - $596,750	2,387 Added 6.1%	41,508 $9.62 Million
Q3 2024 Nov 13, 2024	BUY	$136.27 - $1745.86 $4.91 Million - $62.8 Million	35,999 Added 1153.07%	39,121 $6.75 Million
Q2 2024 Aug 08, 2024	SELL	$1204.71 - $1828.87 $138,541 - $210,320	-115 Reduced 3.55%	3,122 $5.01 Million
Q1 2024 May 06, 2024	SELL	$1049.01 - $1407.01 $186,723 - $250,447	-178 Reduced 5.21%	3,237 $4.29 Million
Q4 2023 Feb 06, 2024	BUY	$814.83 - $1147.0 $557,343 - $784,548	684 Added 25.05%	3,415 $3.81 Million
Q3 2023 Nov 06, 2023	BUY	$808.36 - $922.89 $708,123 - $808,451	876 Added 47.22%	2,731 $2.27 Million
Q2 2023 Jul 31, 2023	BUY	$610.16 - $886.18 $55,524 - $80,642	91 Added 5.16%	1,855 $1.61 Million
Q1 2023 May 09, 2023	SELL	$553.48 - $643.71 $550,159 - $639,847	-994 Reduced 36.04%	1,764 $1.13 Million
Q4 2022 Feb 13, 2023	BUY	$427.1 - $574.44 $442,048 - $594,545	1,035 Added 60.07%	2,758 $1.54 Million
Q3 2022 Nov 14, 2022	BUY	$444.01 - $1748.97 $23,532 - $92,695	53 Added 3.17%	1,723 $765,000
Q2 2022 Aug 09, 2022	BUY	$485.81 - $634.85 $222,986 - $291,396	459 Added 37.9%	1,670 $811,000
Q1 2022 May 09, 2022	SELL	$533.23 - $670.92 $1.24 Million - $1.56 Million	-2,329 Reduced 65.79%	1,211 $763,000
Q4 2021 Feb 14, 2022	SELL	$475.95 - $674.28 $358,390 - $507,732	-753 Reduced 17.54%	3,540 $2.36 Million
Q3 2021 Nov 15, 2021	BUY	$465.67 - $509.74 $884,773 - $968,506	1,900 Added 79.4%	4,293 $2.08 Million
Q2 2021 Aug 13, 2021	SELL	$422.38 - $488.48 $2.9 Million - $3.36 Million	-6,875 Reduced 74.18%	2,393 $1.14 Million
Q1 2021 May 17, 2021	BUY	$421.25 - $489.96 $1.62 Million - $1.88 Million	3,846 Added 70.93%	9,268 $4.3 Million
Q4 2020 Feb 16, 2021	BUY	$347.21 - $437.85 $693,031 - $873,948	1,996 Added 58.26%	5,422 $2.37 Million
Q3 2020 Nov 16, 2020	BUY	$305.79 - $375.01 $44,645 - $54,751	146 Added 4.45%	3,426 $1.25 Million
Q2 2020 Aug 14, 2020	SELL	$223.63 - $318.71 $668,430 - $952,624	-2,989 Reduced 47.68%	3,280 $1.04 Million
Q1 2020 May 12, 2020	BUY	$167.87 - $324.7 $762,465 - $1.47 Million	4,542 Added 263.0%	6,269 $1.49 Million
Q4 2019 Feb 14, 2020	BUY	$270.07 - $327.8 $162,042 - $196,680	600 Added 53.24%	1,727 $546,000
Q3 2019 Nov 12, 2019	BUY	$266.44 - $303.77 $300,277 - $342,348	1,127 New	1,127 $311,000
Q1 2019 May 08, 2019	SELL	$230.96 - $300.71 $69,518 - $90,513	-301 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$211.5 - $258.3 $63,661 - $77,748	301 New	301 $77,000

Others Institutions Holding AVGO

# of Institutions

4,252

Shares Held

3.12B

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 $76.4B
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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Wealthspire Advisors, LLC Broadcom Inc. Transaction History