Concord Wealth Partners Broadcom Inc. Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Broadcom Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 46,015 shares of AVGO stock, worth $9.32 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

46,015

Previous 46,526 1.1%

Holding current value

$9.32 Million

Previous $8.03 Million 32.92%

% of portfolio

1.77%

Previous 1.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$159.67 - $250.0 $81,591 - $127,750	-511 Reduced 1.1%	46,015 $10.7 Million
Q3 2024 Oct 24, 2024	BUY	$136.27 - $1745.86 $5.74 Million - $73.6 Million	42,141 Added 961.03%	46,526 $8.03 Million
Q2 2024 Jul 31, 2024	BUY	$1204.71 - $1828.87 $420,443 - $638,275	349 Added 8.65%	4,385 $7.04 Million
Q1 2024 Apr 30, 2024	BUY	$1049.01 - $1407.01 $302,114 - $405,218	288 Added 7.68%	4,036 $5.35 Million
Q4 2023 Apr 30, 2024	BUY	$814.83 - $1147.0 $354,451 - $498,945	435 Added 13.13%	3,748 $4.18 Million
Q4 2023 Feb 05, 2024	BUY	$814.83 - $1147.0 $354,451 - $498,945	435 Added 13.13%	3,748 $4.18 Million
Q3 2023 Apr 30, 2024	SELL	$808.36 - $922.89 $351,636 - $401,457	-435 Reduced 11.61%	3,313 $2.75 Million
Q3 2023 Oct 25, 2023	BUY	$808.36 - $922.89 $96,194 - $109,823	119 Added 3.73%	3,313 $2.75 Million
Q2 2023 Aug 07, 2023	BUY	$610.16 - $886.18 $727,310 - $1.06 Million	1,192 Added 59.54%	3,194 $2.77 Million
Q1 2023 Apr 26, 2023	BUY	$553.48 - $643.71 $90,217 - $104,924	163 Added 8.86%	2,002 $1.28 Million
Q4 2022 Jan 27, 2023	SELL	$427.1 - $574.44 $216,539 - $291,241	-507 Reduced 21.61%	1,839 $1.03 Million
Q3 2022 Nov 10, 2022	SELL	$444.01 - $1748.97 $5,772 - $22,736	-13 Reduced 0.55%	2,346 $1.04 Million
Q2 2022 Aug 04, 2022	BUY	$485.81 - $634.85 $217,642 - $284,412	448 Added 23.44%	2,359 $1.15 Million
Q1 2022 Apr 20, 2022	BUY	$533.23 - $670.92 $60,788 - $76,484	114 Added 6.34%	1,911 $1.2 Million
Q4 2021 Jan 21, 2022	BUY	$475.95 - $674.28 $636,821 - $902,186	1,338 Added 291.5%	1,797 $1.2 Million
Q3 2021 Nov 09, 2021	SELL	$465.67 - $509.74 $528,069 - $578,045	-1,134 Reduced 71.19%	459 $223,000
Q2 2021 Jul 29, 2021	BUY	$422.38 - $488.48 $93,345 - $107,954	221 Added 16.11%	1,593 $760,000
Q1 2021 May 13, 2021	BUY	$421.25 - $489.96 $443,997 - $516,417	1,054 Added 331.45%	1,372 $636,000
Q4 2020 Feb 16, 2021	BUY	$347.21 - $437.85 $110,412 - $139,236	318 New	318 $139,000

Others Institutions Holding AVGO

# of Institutions

4,229

Shares Held

3.11B

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 $82B
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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Concord Wealth Partners Broadcom Inc. Transaction History