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
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |