Broadcom shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 15k | 172.50 |
| 2024-06-30 | $1.8M | 1.1k | 1605.53 |
| 2024-03-31 | $724k | 546 | 1325.41 |
| 2023-12-31 | $624k | 559 | 1116.25 |
| 2023-09-30 | $594k | 715 | 830.58 |
| 2023-06-30 | $330k | 380 | 867.43 |
| 2023-03-31 | $243k | 379 | 641.54 |
| 2022-12-31 | $211k | 378 | 559.13 |
| 2022-03-31 | $246k | 391 | 629.16 |
| 2021-12-31 | $253k | 380 | 665.79 |