Broadcom shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Broadcom
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Quarterly reported holdings in Broadcom by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 31k | 329.91 |
| 2025-06-30 | $8.6M | 31k | 275.65 |
| 2025-03-31 | $6.0M | 36k | 167.43 |
| 2024-12-31 | $11M | 46k | 231.84 |
| 2024-09-30 | $8.0M | 47k | 172.50 |
| 2024-06-30 | $7.0M | 4.4k | 1605.61 |
| 2024-03-31 | $5.3M | 4.0k | 1325.43 |
| 2023-12-31 | $4.2M | 3.7k | 1116.34 |
| 2023-09-30 | $2.8M | 3.3k | 830.56 |
| 2023-06-30 | $2.8M | 3.2k | 867.49 |
| 2023-03-31 | $1.3M | 2.0k | 641.49 |
| 2022-12-31 | $1.0M | 1.8k | 559.05 |
| 2022-09-30 | $1.0M | 2.3k | 444.16 |
| 2022-06-30 | $1.1M | 2.4k | 485.80 |
| 2022-03-31 | $1.2M | 1.9k | 629.51 |
| 2021-12-31 | $1.2M | 1.8k | 665.55 |
| 2021-09-30 | $223k | 459 | 485.84 |
| 2021-06-30 | $760k | 1.6k | 477.09 |
| 2021-03-31 | $636k | 1.4k | 463.56 |
| 2020-12-31 | $139k | 318 | 437.11 |