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Broadcom shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Broadcom

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All positions including Broadcom held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $624k 559 1116.25
2023-09-30 $594k 715 830.58
2023-06-30 $330k 380 867.43
2023-03-31 $243k 379 641.54
2022-12-31 $211k 378 559.13
2022-03-31 $246k 391 629.16
2021-12-31 $253k 380 665.79