Xcel Wealth Management, LLC Broadcom Inc. Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 21,696 shares of AVGO stock, worth $3.56 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

21,696

Previous 2,665 714.11%

Holding current value

$3.56 Million

Previous $4.28 Million 12.53%

% of portfolio

1.11%

Previous 1.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$136.27 - $1745.86 $2.59 Million - $33.2 Million	19,031 Added 714.11%	21,696 $3.74 Million
Q2 2024 Jul 23, 2024	BUY	$1204.71 - $1828.87 $12,047 - $18,288	10 Added 0.38%	2,665 $4.28 Million
Q1 2024 Apr 22, 2024	BUY	$1049.01 - $1407.01 $4,196 - $5,628	4 Added 0.15%	2,655 $3.52 Million
Q4 2023 Jan 29, 2024	SELL	$814.83 - $1147.0 $101,038 - $142,228	-124 Reduced 4.47%	2,651 $2.96 Million
Q3 2023 Oct 17, 2023	SELL	$808.36 - $922.89 $1.63 Million - $1.86 Million	-2,018 Reduced 42.1%	2,775 $2.3 Million
Q1 2023 Apr 25, 2023	SELL	$553.48 - $643.71 $348,138 - $404,893	-629 Reduced 11.6%	4,793 $3.07 Million
Q4 2022 Jan 19, 2023	SELL	$427.1 - $574.44 $82,430 - $110,866	-193 Reduced 3.44%	5,422 $3.03 Million
Q2 2022 Jul 26, 2022	SELL	$485.81 - $634.85 $1.06 Million - $1.38 Million	-2,175 Reduced 27.92%	5,615 $2.73 Million
Q1 2022 Apr 29, 2022	SELL	$533.23 - $670.92 $1.02 Million - $1.28 Million	-1,914 Reduced 19.72%	7,790 $4.91 Million
Q4 2021 Feb 03, 2022	BUY	$475.95 - $674.28 $1,427 - $2,022	3 Added 0.03%	9,704 $6.46 Million
Q3 2021 Oct 21, 2021	SELL	$465.67 - $509.74 $23,283 - $25,487	-50 Reduced 0.51%	9,701 $4.7 Million
Q2 2021 Jul 15, 2021	BUY	$422.38 - $488.48 $10,559 - $12,212	25 Added 0.26%	9,751 $4.65 Million
Q1 2021 Apr 15, 2021	BUY	$421.25 - $489.96 $26,117 - $30,377	62 Added 0.64%	9,726 $4.51 Million
Q4 2020 Jan 13, 2021	BUY	$347.21 - $437.85 $13,888 - $17,514	40 Added 0.42%	9,664 $4.23 Million
Q3 2020 Oct 27, 2020	SELL	$305.79 - $375.01 $149,225 - $183,004	-488 Reduced 4.83%	9,624 $3.51 Million
Q2 2020 Jul 10, 2020	BUY	$223.63 - $318.71 $2.26 Million - $3.22 Million	10,112 New	10,112 $3.19 Million
Q4 2019 Jan 09, 2020	SELL	$270.07 - $327.8 $497,468 - $603,807	-1,842 Closed	0 $0
Q2 2019 Nov 12, 2019	SELL	$251.64 - $320.53 $169,857 - $216,357	-675 Reduced 26.82%	1,842 $530,000
Q1 2019 Nov 12, 2019	SELL	$230.96 - $300.71 $4,619 - $6,014	-20 Reduced 0.79%	2,517 $756,000
Q4 2018 Nov 12, 2019	BUY	$211.5 - $258.3 $536,575 - $655,307	2,537 New	2,537 $645,000

Others Institutions Holding AVGO

# of Institutions

3,724

Shares Held

2.99B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $66.5B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Account

Xcel Wealth Management, LLC Broadcom Inc. Transaction History