Broadcom shares owned by AE Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $75M | 432k | 172.50 |
| 2024-06-30 | $7.5M | 4.7k | 1605.60 |
| 2024-03-31 | $0 | 3.9k | 0.00 |
| 2023-12-31 | $62M | 51k | 1204.89 |
| 2023-09-30 | $33M | 39k | 830.59 |
| 2023-06-30 | $31M | 36k | 867.38 |
| 2023-03-31 | $16M | 25k | 641.53 |
| 2022-12-31 | $18M | 32k | 559.12 |
| 2022-09-30 | $13M | 29k | 444.01 |
| 2022-06-30 | $11M | 22k | 485.84 |
| 2022-03-31 | $10M | 16k | 629.68 |
| 2021-12-31 | $14M | 21k | 665.43 |
| 2021-09-30 | $8.2M | 17k | 484.91 |
| 2021-06-30 | $7.7M | 16k | 476.83 |
| 2021-03-31 | $7.6M | 16k | 463.68 |
| 2020-12-31 | $6.6M | 15k | 437.85 |
| 2020-09-30 | $4.8M | 13k | 364.32 |
| 2020-06-30 | $4.2M | 13k | 315.60 |
| 2020-03-31 | $1.6M | 6.6k | 237.03 |
| 2019-12-31 | $1.3M | 4.3k | 316.05 |
| 2019-09-30 | $1.0M | 3.7k | 276.17 |
| 2019-06-30 | $1.8M | 6.2k | 287.83 |
| 2019-03-31 | $1.2M | 3.9k | 300.77 |
| 2018-12-31 | $335k | 1.3k | 254.17 |
| 2018-09-30 | $474k | 1.9k | 246.75 |
| 2018-06-30 | $247k | 1.0k | 242.63 |