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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

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Quarterly 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