Broadcom shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 10k | 231.85 |
| 2024-09-30 | $1.8M | 11k | 172.50 |
| 2024-06-30 | $1.4M | 864 | 1605.58 |
| 2024-03-31 | $1.1M | 812 | 1325.41 |
| 2023-12-31 | $1.1M | 967 | 1116.25 |
| 2023-09-30 | $768k | 925 | 830.58 |
| 2023-06-30 | $640k | 738 | 867.43 |
| 2023-03-31 | $466k | 726 | 641.54 |
| 2022-09-30 | $16k | 37 | 432.43 |
| 2022-06-30 | $8.0k | 17 | 470.59 |