Broadcom shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Broadcom
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Quarterly reported holdings in Broadcom by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 1.2k | 329.78 |
| 2025-06-30 | $301k | 1.1k | 275.89 |
| 2025-03-31 | $589k | 3.5k | 167.42 |
| 2024-12-31 | $521k | 2.3k | 224.28 |
| 2024-09-30 | $468k | 2.6k | 181.40 |
| 2024-06-30 | $234k | 146 | 1603.88 |
| 2024-03-31 | $334k | 252 | 1323.56 |
| 2020-12-31 | $245k | 561 | 436.72 |
| 2020-09-30 | $229k | 631 | 362.92 |
| 2020-06-30 | $209k | 663 | 315.23 |