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Broadcom shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Broadcom

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All positions including Broadcom held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 7.3k 1605.44
2024-03-31 $9.2M 7.0k 1325.46
2023-12-31 $7.1M 6.4k 1116.28
2023-09-30 $4.0M 4.8k 830.61
2023-06-30 $4.1M 4.8k 867.43
2023-03-31 $3.5M 5.5k 641.54
2022-12-31 $3.1M 5.5k 559.13
2022-09-30 $2.7M 6.0k 444.06
2022-06-30 $2.7M 5.6k 485.89
2022-03-31 $4.6M 7.3k 629.70
2021-12-31 $4.6M 7.0k 665.47
2021-09-30 $3.4M 7.0k 484.87
2021-06-30 $4.0M 8.3k 476.88
2021-03-31 $4.1M 8.7k 463.65
2020-12-31 $3.7M 8.4k 437.86
2020-09-30 $3.1M 8.4k 364.35
2020-06-30 $371k 1.2k 315.48
2020-03-31 $231k 976 236.68
2019-09-30 $285k 1.0k 276.43
2019-06-30 $643k 2.2k 287.70
2019-03-31 $3.4M 11k 300.74