Broadcom shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $715k | 2.2k | 329.80 |
| 2025-06-30 | $267k | 1.6k | 166.88 |
| 2024-12-31 | $344k | 1.5k | 231.81 |
| 2024-09-30 | $233k | 1.4k | 171.83 |
| 2024-06-30 | $73k | 46 | 1586.96 |
| 2024-03-31 | $51k | 38 | 1342.11 |
| 2023-12-31 | $38k | 34 | 1117.65 |
| 2023-09-30 | $23k | 29 | 807.69 |
| 2023-06-30 | $19k | 22 | 842.11 |
| 2023-03-31 | $3.0k | 6 | 500.00 |
| 2022-12-31 | $2.0k | 6 | 333.33 |
| 2022-09-30 | $3.0k | 6 | 500.00 |
| 2022-06-30 | $5.0k | 11 | 454.55 |
| 2022-03-31 | $4.0k | 6 | 666.67 |
| 2021-12-31 | $4.0k | 6 | 666.67 |
| 2021-09-30 | $3.0k | 6 | 500.00 |
| 2020-12-31 | $89k | 203 | 438.42 |
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