Strategic Wealth Partners, Ltd. Broadcom Inc. Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Broadcom Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 88,932 shares of AVGO stock, worth $18 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

88,932

Previous 73,077 21.7%

Holding current value

$18 Million

Previous $12.6 Million 63.54%

% of portfolio

2.0%

Previous 1.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$159.67 - $250.0 $2.53 Million - $3.96 Million	15,855 Added 21.7%	88,932 $20.6 Million
Q3 2024 Oct 08, 2024	BUY	$136.27 - $1745.86 $9 Million - $115 Million	66,011 Added 934.21%	73,077 $12.6 Million
Q2 2024 Oct 08, 2024	BUY	$1204.71 - $1828.87 $256,603 - $389,549	213 Added 3.11%	7,066 $11.3 Million
Q1 2024 May 20, 2024	BUY	$1049.01 - $1407.01 $72,381 - $97,083	69 Added 1.02%	6,853 $9.08 Million
Q4 2023 May 20, 2024	BUY	$814.83 - $1147.0 $974,536 - $1.37 Million	1,196 Added 21.4%	6,784 $7.57 Million
Q3 2023 May 20, 2024	BUY	$808.36 - $922.89 $88,111 - $100,595	109 Added 1.99%	5,588 $4.64 Million
Q2 2023 May 20, 2024	SELL	$610.16 - $886.18 $1.59 Million - $2.31 Million	-2,609 Reduced 32.26%	5,479 $4.75 Million
Q1 2023 Apr 24, 2023	BUY	$553.48 - $643.71 $155,527 - $180,882	281 Added 3.6%	8,088 $5.19 Million
Q4 2022 Apr 24, 2023	BUY	$427.1 - $574.44 $292,990 - $394,065	686 Added 9.63%	7,807 $4.37 Million
Q3 2022 Apr 24, 2023	BUY	$444.01 - $1748.97 $42,180 - $166,152	95 Added 1.35%	7,121 $3.16 Million
Q2 2022 Aug 22, 2022	BUY	$485.81 - $634.85 $214,242 - $279,968	441 Added 6.7%	7,026 $3.41 Million
Q1 2022 May 19, 2022	BUY	$533.23 - $670.92 $577,488 - $726,606	1,083 Added 19.68%	6,585 $4.15 Million
Q4 2021 Feb 11, 2022	SELL	$475.95 - $674.28 $11,898 - $16,857	-25 Reduced 0.45%	5,502 $3.66 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $452,165 - $494,957	971 Added 21.31%	5,527 $2.68 Million
Q2 2021 Aug 25, 2021	BUY	$422.38 - $488.48 $297,777 - $344,378	705 Added 18.31%	4,556 $2.17 Million
Q1 2021 May 24, 2021	SELL	$421.25 - $489.96 $258,647 - $300,835	-614 Reduced 13.75%	3,851 $1.79 Million
Q4 2020 Feb 18, 2021	SELL	$347.21 - $437.85 $54,164 - $68,304	-156 Reduced 3.38%	4,465 $1.96 Million
Q3 2020 Nov 10, 2020	SELL	$305.79 - $375.01 $341,873 - $419,261	-1,118 Reduced 19.48%	4,621 $1.68 Million
Q2 2020 Aug 11, 2020	BUY	$223.63 - $318.71 $450,390 - $641,881	2,014 Added 54.07%	5,739 $1.81 Million
Q4 2019 Jan 30, 2020	BUY	$270.07 - $327.8 $13,503 - $16,390	50 Added 1.36%	3,725 $1.18 Million
Q3 2019 Oct 28, 2019	BUY	$266.44 - $303.77 $852,075 - $971,456	3,198 Added 670.44%	3,675 $131 Million
Q2 2019 Aug 06, 2019	BUY	$251.64 - $320.53 $120,032 - $152,892	477 New	477 $137,000
Q1 2019 May 14, 2019	SELL	$230.96 - $300.71 $692 - $902	-3 Closed	0 $0
Q2 2018 Sep 04, 2018	BUY	$225.25 - $270.23 $675 - $810	3 New	3 $1,000

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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Strategic Wealth Partners, Ltd. Broadcom Inc. Transaction History