Broadcom shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.2M | 27k | 346.10 |
| 2025-09-30 | $9.4M | 28k | 329.91 |
| 2025-06-30 | $8.1M | 29k | 275.65 |
| 2025-03-31 | $5.2M | 31k | 167.43 |
| 2024-12-31 | $7.1M | 31k | 231.84 |
| 2024-09-30 | $4.9M | 29k | 172.50 |
| 2024-06-30 | $3.9M | 2.4k | 1605.53 |
| 2024-03-31 | $3.1M | 2.4k | 1325.41 |
| 2023-12-31 | $2.6M | 2.3k | 1116.25 |
| 2023-09-30 | $2.1M | 2.5k | 830.58 |
| 2023-06-30 | $2.2M | 2.5k | 867.43 |
| 2023-03-31 | $1.6M | 2.5k | 641.54 |
| 2022-12-31 | $1.5M | 2.7k | 559.13 |
| 2022-09-30 | $676k | 1.5k | 443.86 |
| 2022-06-30 | $300k | 617 | 486.22 |
| 2022-03-31 | $399k | 633 | 630.33 |
| 2021-12-31 | $405k | 608 | 666.12 |
| 2021-09-30 | $267k | 551 | 484.57 |
| 2021-06-30 | $263k | 551 | 477.31 |
| 2018-06-30 | $1.5M | 6.0k | 242.71 |