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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Quarterly reported holdings in Broadcom by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 76k | 329.91 |
| 2025-06-30 | $21M | 78k | 275.65 |
| 2025-03-31 | $13M | 77k | 167.43 |
| 2024-12-31 | $17M | 74k | 231.84 |
| 2024-09-30 | $12M | 67k | 172.50 |
| 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 |
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