Broadcom shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 39k | 172.50 |
| 2024-06-30 | $6.4M | 4.0k | 1605.53 |
| 2024-03-31 | $5.3M | 4.0k | 1325.41 |
| 2023-12-31 | $4.4M | 3.9k | 1116.25 |
| 2023-09-30 | $3.3M | 4.0k | 830.58 |
| 2023-06-30 | $3.5M | 4.0k | 867.43 |
| 2023-03-31 | $2.6M | 4.0k | 641.54 |
| 2022-12-31 | $2.2M | 3.9k | 559.13 |
| 2022-09-30 | $1.7M | 3.8k | 444.12 |
| 2022-06-30 | $1.8M | 3.6k | 485.81 |
| 2022-03-31 | $2.2M | 3.5k | 629.67 |
| 2021-12-31 | $2.2M | 3.3k | 665.55 |
| 2021-09-30 | $1.0M | 2.1k | 485.02 |
More positions owned by Concentric Wealth Management
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