A detailed history of Williams Jones Wealth Management, Llc. transactions in Broadcom Inc. stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 561,229 shares of AVGO stock, worth $91.6 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
561,229
Previous 55,469 911.79%
Holding current value
$91.6 Million
Previous $89.1 Million 8.72%
% of portfolio
1.16%
Previous 1.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$136.27 - $1745.86 $68.9 Million - $883 Million
505,760 Added 911.79%
561,229 $96.8 Million
Q2 2024

Aug 05, 2024

BUY
$1204.71 - $1828.87 $4 Million - $6.08 Million
3,322 Added 6.37%
55,469 $89.1 Million
Q1 2024

May 07, 2024

BUY
$1049.01 - $1407.01 $27.4 Million - $36.8 Million
26,154 Added 100.62%
52,147 $69.1 Million
Q4 2023

Feb 14, 2024

BUY
$814.83 - $1147.0 $3.99 Million - $5.62 Million
4,898 Added 23.22%
25,993 $29 Million
Q3 2023

Nov 14, 2023

SELL
$808.36 - $922.89 $198,856 - $227,030
-246 Reduced 1.15%
21,095 $17.5 Million
Q2 2023

Aug 14, 2023

BUY
$610.16 - $886.18 $146,438 - $212,683
240 Added 1.14%
21,341 $18.5 Million
Q1 2023

May 15, 2023

BUY
$553.48 - $643.71 $363,082 - $422,273
656 Added 3.21%
21,101 $13.5 Million
Q4 2022

Feb 14, 2023

SELL
$427.1 - $574.44 $199,028 - $267,689
-466 Reduced 2.23%
20,445 $11.4 Million
Q3 2022

Nov 14, 2022

SELL
$444.01 - $1748.97 $426,249 - $1.68 Million
-960 Reduced 4.39%
20,911 $9.29 Million
Q2 2022

Aug 15, 2022

BUY
$485.81 - $634.85 $114,651 - $149,824
236 Added 1.09%
21,871 $10.6 Million
Q1 2022

May 16, 2022

SELL
$533.23 - $670.92 $504,435 - $634,690
-946 Reduced 4.19%
21,635 $13.6 Million
Q4 2021

Feb 14, 2022

SELL
$475.95 - $674.28 $76,627 - $108,559
-161 Reduced 0.71%
22,581 $15 Million
Q3 2021

Nov 15, 2021

BUY
$465.67 - $509.74 $223,987 - $245,184
481 Added 2.16%
22,742 $11 Million
Q2 2021

Aug 16, 2021

SELL
$422.38 - $488.48 $186,691 - $215,908
-442 Reduced 1.95%
22,261 $10.6 Million
Q1 2021

May 17, 2021

BUY
$421.25 - $489.96 $38,333 - $44,586
91 Added 0.4%
22,703 $10.5 Million
Q4 2020

Feb 16, 2021

SELL
$347.21 - $437.85 $40,970 - $51,666
-118 Reduced 0.52%
22,612 $9.9 Million
Q3 2020

Nov 13, 2020

BUY
$305.79 - $375.01 $855,600 - $1.05 Million
2,798 Added 14.04%
22,730 $8.28 Million
Q2 2020

Aug 14, 2020

BUY
$223.63 - $318.71 $781,363 - $1.11 Million
3,494 Added 21.26%
19,932 $6.29 Million
Q1 2020

May 15, 2020

BUY
$167.87 - $324.7 $159,980 - $309,439
953 Added 6.15%
16,438 $3.9 Million
Q4 2019

Feb 14, 2020

BUY
$270.07 - $327.8 $287,624 - $349,107
1,065 Added 7.39%
15,485 $4.89 Million
Q3 2019

Nov 14, 2019

BUY
$266.44 - $303.77 $3.84 Million - $4.38 Million
14,420 New
14,420 $3.98 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $66.1B
  • 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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