Broadcom shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 97k | 329.91 |
| 2025-06-30 | $31M | 111k | 275.65 |
| 2025-03-31 | $19M | 113k | 167.43 |
| 2024-12-31 | $30M | 128k | 231.84 |
| 2024-09-30 | $22M | 130k | 172.50 |
| 2024-06-30 | $22M | 14k | 1605.49 |
| 2024-03-31 | $19M | 14k | 1325.43 |
| 2023-12-31 | $17M | 15k | 1116.23 |
| 2023-09-30 | $12M | 15k | 830.58 |
| 2023-06-30 | $14M | 16k | 867.45 |
| 2023-03-31 | $11M | 16k | 641.52 |
| 2022-12-31 | $9.9M | 18k | 559.12 |