CapWealth Advisors »

Broadcom shares owned by CapWealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by CapWealth Advisors from 13F filings

Historical chart of CapWealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by CapWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $372k 2.2k 172.50
2024-06-30 $347k 216 1605.53
2024-03-31 $280k 211 1325.41
2023-12-31 $236k 211 1116.25