Broadcom shares owned by CapWealth Advisors
Historical chart of CapWealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $751k | 2.3k | 329.91 |
| 2025-06-30 | $613k | 2.2k | 275.65 |
| 2025-03-31 | $430k | 2.6k | 167.43 |
| 2024-12-31 | $574k | 2.5k | 231.84 |
| 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 |