EVERCORE WEALTH MANAGEMENT, LLC – Broadcom Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.10M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.60%
quarter
Broadcom Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.27% | -225 shares | -214K | $444.01 | 2.49K |
| Q2 2022 | share | Increase | +1.19% | 32 shares | -371K | $485.81 | 2.72K |
| Q1 2022 | share | Increase | +18.09% | 412 shares | 178K | $629.68 | 2.68K |
| Q4 2021 | share | 0.00% | 0 shares | 411K | $665.08 | 2.27K | |
| Q3 2021 | share | Decrease | -4.69% | -112 shares | -35K | $484.93 | 2.27K |
| Q2 2021 | share | Decrease | -2.53% | -62 shares | 3K | $473.37 | 2.38K |
| Q1 2021 | share | Decrease | -0.69% | -17 shares | 55K | $456.75 | 2.45K |
| Q4 2020 | share | Increase | +5.25% | 123 shares | 227K | $428.07 | 2.46K |
| Q3 2020 | share | Decrease | -0.72% | -17 shares | 109K | $353.26 | 2.34K |
| Q2 2020 | share | Decrease | -0.30% | -7 shares | 184K | $303.23 | 2.36K |
| Q1 2020 | share | Increase | +1.63% | 38 shares | -176K | $225.38 | 2.36K |
| Q4 2019 | share | Increase | +74.87% | 998 shares | 369K | $295.4 | 2.33K |
| Q3 2019 | share | Increase | +3.90% | 50 shares | -1K | $255.45 | 1.33K |
| Q2 2019 | share | Increase | +3.63% | 45 shares | -3K | $263.9 | 1.28K |
| Q1 2019 | share | Increase | +5.45% | 64 shares | 73K | $273.04 | 1.23K |
| Q4 2018 | share | Increase | +4.63% | 52 shares | 22K | $228.8 | 1.17K |
| Q3 2018 | share | Increase | 0.00% | 1.12K shares | 277K | $219.68 | 1.12K |