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Broadcom shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Broadcom

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All positions including Broadcom held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $164k 498 329.77
2025-06-30 $170k 618 275.45
2025-03-31 $118k 702 167.50
2024-12-31 $194k 835 231.80