Broadcom shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 14k | 329.92 |
| 2025-06-30 | $3.6M | 13k | 275.64 |
| 2025-03-31 | $2.3M | 14k | 167.42 |
| 2024-12-31 | $3.9M | 17k | 231.84 |
| 2024-09-30 | $2.9M | 17k | 172.50 |
| 2024-06-30 | $2.7M | 1.7k | 1605.15 |
| 2024-03-31 | $2.0M | 1.5k | 1325.75 |
| 2023-12-31 | $1.5M | 1.4k | 1116.28 |
| 2023-09-30 | $1.8M | 2.1k | 830.70 |
| 2023-06-30 | $1.7M | 2.0k | 867.47 |
| 2023-03-31 | $1.1M | 1.7k | 641.59 |
| 2022-12-31 | $943k | 1.7k | 559.10 |
| 2022-09-30 | $624k | 1.4k | 443.81 |
| 2022-06-30 | $518k | 1.1k | 485.93 |
| 2022-03-31 | $224k | 356 | 629.21 |
| 2021-12-31 | $216k | 324 | 666.67 |
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