Broadcom shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 18k | 341.76 |
| 2025-06-30 | $5.2M | 18k | 288.47 |
| 2025-03-31 | $4.0M | 24k | 167.66 |
| 2024-12-31 | $8.2M | 35k | 233.04 |
| 2024-09-30 | $7.1M | 40k | 177.77 |
| 2024-06-30 | $5.2M | 3.2k | 1640.89 |
| 2024-03-31 | $2.8M | 2.3k | 1242.65 |
| 2023-12-31 | $1.9M | 1.8k | 1044.15 |
| 2023-09-30 | $1.4M | 1.7k | 839.21 |
| 2023-06-30 | $1.3M | 1.5k | 861.22 |
| 2023-03-31 | $650k | 1.1k | 618.78 |
| 2022-12-31 | $621k | 1.0k | 598.45 |
| 2022-09-30 | $430k | 999 | 430.43 |
| 2022-06-30 | $495k | 992 | 498.99 |
| 2022-03-31 | $589k | 985 | 597.97 |
| 2021-12-31 | $1.4M | 2.6k | 533.08 |
| 2021-09-30 | $1.5M | 2.7k | 558.82 |
| 2021-06-30 | $1.2M | 2.5k | 482.30 |
| 2021-03-31 | $952k | 2.1k | 454.85 |
| 2020-12-31 | $903k | 1.9k | 464.98 |
| 2020-09-30 | $740k | 2.0k | 372.05 |
| 2020-06-30 | $373k | 1.1k | 328.06 |
| 2019-12-31 | $652k | 2.0k | 320.08 |
| 2019-09-30 | $575k | 1.8k | 312.84 |
| 2019-03-31 | $530 | 1.8k | 0.30 |
| 2018-12-31 | $463k | 1.7k | 270.13 |
More positions owned by Castle Rock Wealth Management
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