Broadcom shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 209k | 329.91 |
| 2025-06-30 | $58M | 211k | 275.65 |
| 2025-03-31 | $27M | 163k | 167.43 |
| 2024-12-31 | $9.0M | 39k | 231.84 |
| 2024-09-30 | $6.9M | 40k | 172.50 |
| 2024-06-30 | $6.7M | 4.1k | 1605.54 |
| 2024-03-31 | $7.4M | 5.6k | 1325.33 |
| 2023-09-30 | $2.6M | 3.1k | 830.82 |
| 2023-06-30 | $258k | 297 | 868.99 |
| 2022-12-31 | $379k | 678 | 559.31 |
| 2022-09-30 | $291k | 656 | 443.60 |
| 2022-06-30 | $372k | 766 | 485.64 |
| 2022-03-31 | $604k | 959 | 629.82 |
| 2021-12-31 | $577k | 867 | 665.51 |
| 2021-09-30 | $206k | 425 | 484.71 |
| 2021-06-30 | $230k | 482 | 477.18 |
| 2021-03-31 | $204k | 440 | 463.64 |
| 2020-12-31 | $215k | 492 | 436.99 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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