Broadcom shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Broadcom
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Quarterly reported holdings in Broadcom by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 6.6k | 329.90 |
| 2025-06-30 | $1.2M | 4.2k | 275.65 |
| 2025-03-31 | $693k | 4.1k | 167.42 |
| 2024-12-31 | $825k | 3.6k | 231.87 |
| 2024-09-30 | $539k | 3.1k | 172.48 |
| 2024-06-30 | $490k | 305 | 1604.78 |
| 2024-03-31 | $403k | 304 | 1326.07 |
| 2023-12-31 | $426k | 382 | 1114.96 |
| 2023-09-30 | $314k | 378 | 829.99 |
| 2023-06-30 | $321k | 370 | 866.81 |
| 2023-03-31 | $236k | 368 | 641.53 |
| 2022-12-31 | $204k | 366 | 558.57 |
| 2022-03-31 | $216k | 343 | 629.74 |
| 2021-12-31 | $226k | 339 | 666.67 |