Broadcom shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 2.3k | 329.93 |
| 2025-06-30 | $579k | 2.1k | 275.69 |
| 2025-03-31 | $204k | 1.2k | 167.44 |
| 2024-03-31 | $65k | 49 | 1325.43 |
| 2023-09-30 | $41k | 49 | 830.59 |
| 2023-06-30 | $43k | 49 | 867.45 |
| 2023-03-31 | $31k | 49 | 641.55 |
| 2022-12-31 | $27k | 49 | 559.12 |
| 2022-03-31 | $935k | 1.5k | 629.63 |
| 2019-12-31 | $3.0k | 8 | 375.00 |