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Broadcom shares owned by Asset Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Broadcom

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All positions including Broadcom held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $136k 413 329.78
2025-06-30 $114k 413 275.34
2025-03-31 $50k 300 167.53
2024-12-31 $46k 200 231.84