Steward Partners Investment Advisory, LLC Broadcom Inc. Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 608,038 shares of AVGO stock, worth $133 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

608,038

Previous 574,435 5.85%

Holding current value

$133 Million

Previous $99.1 Million 42.25%

% of portfolio

1.28%

Previous 0.93%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$159.67 - $250.0 $5.37 Million - $8.4 Million	33,603 Added 5.85%	608,038 $141 Million
Q3 2024 Nov 14, 2024	BUY	$136.27 - $1745.86 $71.5 Million - $916 Million	524,683 Added 1054.6%	574,435 $99.1 Million
Q2 2024 Aug 08, 2024	BUY	$1204.71 - $1828.87 $1.83 Million - $2.79 Million	1,523 Added 3.16%	49,752 $79.9 Million
Q1 2024 May 15, 2024	BUY	$1049.01 - $1407.01 $10.2 Million - $13.6 Million	9,691 Added 25.15%	48,229 $63.9 Million
Q4 2023 Feb 12, 2024	BUY	$814.83 - $1147.0 $2.36 Million - $3.32 Million	2,897 Added 8.13%	38,538 $43 Million
Q3 2023 Nov 13, 2023	BUY	$808.36 - $922.89 $2.14 Million - $2.44 Million	2,644 Added 8.01%	35,641 $29.6 Million
Q2 2023 Aug 14, 2023	SELL	$610.16 - $886.18 $1.03 Million - $1.49 Million	-1,681 Reduced 4.85%	32,997 $28.6 Million
Q1 2023 May 15, 2023	SELL	$553.48 - $643.71 $1.73 Million - $2.02 Million	-3,132 Reduced 8.28%	34,678 $22.2 Million
Q4 2022 Feb 15, 2023	SELL	$427.1 - $574.44 $1.49 Million - $2 Million	-3,489 Reduced 8.45%	37,810 $21.1 Million
Q3 2022 Nov 10, 2022	SELL	$444.01 - $1748.97 $1.29 Million - $5.08 Million	-2,906 Reduced 6.57%	41,299 $18.3 Million
Q2 2022 Aug 04, 2022	SELL	$485.81 - $634.85 $11.2 Million - $14.6 Million	-23,046 Reduced 34.27%	44,205 $21.5 Million
Q1 2022 May 02, 2022	BUY	$533.23 - $670.92 $3.01 Million - $3.78 Million	5,641 Added 9.16%	67,251 $42.3 Million
Q4 2021 Feb 08, 2022	BUY	$475.95 - $674.28 $1.04 Million - $1.47 Million	2,182 Added 3.67%	61,610 $41 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $3.4 Million - $3.72 Million	7,304 Added 14.01%	59,428 $28.8 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $1.9 Million - $2.2 Million	4,497 Added 9.44%	52,124 $24.9 Million
Q1 2021 May 14, 2021	BUY	$421.25 - $489.96 $555,628 - $646,257	1,319 Added 2.85%	47,627 $22.1 Million
Q4 2020 Feb 11, 2021	BUY	$347.21 - $437.85 $5.59 Million - $7.06 Million	16,114 Added 53.37%	46,308 $20.3 Million
Q3 2020 Oct 30, 2020	BUY	$305.79 - $375.01 $3.71 Million - $4.54 Million	12,119 Added 67.05%	30,194 $11 Million
Q2 2020 Aug 06, 2020	BUY	$223.63 - $318.71 $54,342 - $77,446	243 Added 1.36%	18,075 $5.71 Million
Q1 2020 Apr 29, 2020	BUY	$167.87 - $324.7 $162,162 - $313,660	966 Added 5.73%	17,832 $4.23 Million
Q4 2019 Jan 17, 2020	SELL	$270.07 - $327.8 $396,462 - $481,210	-1,468 Reduced 8.01%	16,866 $5.33 Million
Q3 2019 Oct 30, 2019	BUY	$266.44 - $303.77 $282,692 - $322,299	1,061 Added 6.14%	18,334 $5.06 Million
Q2 2019 Jul 25, 2019	BUY	$251.64 - $320.53 $291,147 - $370,853	1,157 Added 7.18%	17,273 $4.97 Million
Q1 2019 Apr 30, 2019	BUY	$230.96 - $300.71 $230,729 - $300,409	999 Added 6.61%	16,116 $4.85 Million
Q4 2018 Jan 15, 2019	BUY	$211.5 - $258.3 $250,627 - $306,085	1,185 Added 8.51%	15,117 $3.84 Million
Q3 2018 Oct 23, 2018	BUY	$202.46 - $250.56 $1.19 Million - $1.47 Million	5,879 Added 73.0%	13,932 $3.44 Million
Q2 2018 Jul 20, 2018	BUY	$225.25 - $270.23 $1.81 Million - $2.18 Million	8,053 New	8,053 $1.95 Million

Others Institutions Holding AVGO

# of Institutions

4,223

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 $88.6B
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-...

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Steward Partners Investment Advisory, LLC Broadcom Inc. Transaction History