A detailed history of Octavia Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 9,588 shares of AVGO stock, worth $2.12 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,588
Previous 9,510 0.82%
Holding current value
$2.12 Million
Previous $1.64 Million 35.49%
% of portfolio
0.27%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$159.67 - $250.0 $12,454 - $19,500
78 Added 0.82%
9,588 $2.22 Million
Q3 2024

Oct 10, 2024

BUY
$136.27 - $1745.86 $1.17 Million - $14.9 Million
8,558 Added 898.95%
9,510 $1.64 Million
Q2 2024

Aug 01, 2024

BUY
$1204.71 - $1828.87 $9,637 - $14,630
8 Added 0.85%
952 $1.53 Million
Q1 2024

Apr 15, 2024

SELL
$1049.01 - $1407.01 $123,783 - $166,027
-118 Reduced 11.11%
944 $1.25 Million
Q4 2023

Jan 30, 2024

BUY
$814.83 - $1147.0 $211,040 - $297,073
259 Added 32.25%
1,062 $1.19 Million
Q3 2023

Oct 30, 2023

BUY
$808.36 - $922.89 $12,125 - $13,843
15 Added 1.9%
803 $666,000
Q2 2023

Jul 18, 2023

SELL
$610.16 - $886.18 $17,084 - $24,813
-28 Reduced 3.43%
788 $683,000
Q1 2023

Apr 20, 2023

BUY
$553.48 - $643.71 $24,353 - $28,323
44 Added 5.7%
816 $523,000
Q4 2022

Jan 19, 2023

BUY
$427.1 - $574.44 $1,281 - $1,723
3 Added 0.39%
772 $0
Q3 2022

Oct 17, 2022

SELL
$444.01 - $1748.97 $4,884 - $19,238
-11 Reduced 1.41%
769 $341,000
Q2 2022

Jul 18, 2022

SELL
$485.81 - $634.85 $81,616 - $106,654
-168 Reduced 17.72%
780 $380,000
Q1 2022

Apr 20, 2022

BUY
$533.23 - $670.92 $44,791 - $56,357
84 Added 9.72%
948 $597,000
Q4 2021

Jan 28, 2022

BUY
$475.95 - $674.28 $13,802 - $19,554
29 Added 3.47%
864 $575,000
Q3 2021

Nov 12, 2021

BUY
$465.67 - $509.74 $13,970 - $15,292
30 Added 3.73%
835 $406,000
Q2 2021

Jul 26, 2021

BUY
$422.38 - $488.48 $156,702 - $181,226
371 Added 85.48%
805 $384,000
Q1 2021

May 10, 2021

BUY
$421.25 - $489.96 $182,822 - $212,642
434 New
434 $201,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $89.6B
  • 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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