Broadcom shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $230k | 206 | 1116.25 |
| 2023-09-30 | $76k | 92 | 830.58 |
| 2023-06-30 | $80k | 92 | 867.43 |
| 2023-03-31 | $75k | 117 | 641.54 |
| 2022-12-31 | $51k | 92 | 559.13 |
| 2022-09-30 | $41k | 92 | 445.65 |
| 2022-06-30 | $69k | 142 | 485.92 |
| 2022-03-31 | $58k | 92 | 630.43 |
| 2021-12-31 | $61k | 92 | 665.41 |
| 2021-09-30 | $45k | 92 | 484.93 |
| 2021-06-30 | $44k | 100 | 440.00 |
| 2021-03-31 | $43k | 92 | 463.66 |
| 2020-12-31 | $44k | 100 | 440.00 |
| 2020-09-30 | $36k | 100 | 364.32 |
| 2020-06-30 | $31k | 1.1k | 27.88 |
| 2020-03-31 | $34k | 144 | 237.10 |
| 2019-12-31 | $57k | 181 | 316.02 |
| 2019-09-30 | $46k | 169 | 272.19 |
| 2019-06-30 | $42k | 144 | 287.86 |
| 2019-03-31 | $43k | 144 | 300.71 |
| 2018-12-31 | $36k | 144 | 250.00 |
| 2018-09-30 | $35k | 144 | 243.06 |