Broadcom shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $248M | 898k | 275.65 |
| 2025-03-31 | $147M | 880k | 167.43 |
| 2024-12-31 | $209M | 902k | 231.84 |
| 2024-09-30 | $164M | 951k | 172.50 |
| 2024-06-30 | $152M | 95k | 1605.54 |
| 2024-03-31 | $125M | 94k | 1325.41 |
| 2023-12-31 | $106M | 95k | 1116.25 |
| 2023-09-30 | $82M | 99k | 830.58 |
| 2023-06-30 | $93M | 138k | 669.86 |
| 2023-03-31 | $70M | 109k | 641.54 |
| 2022-12-31 | $61M | 108k | 559.13 |
| 2022-09-30 | $47M | 106k | 444.00 |
| 2022-06-30 | $44M | 91k | 485.81 |
| 2022-03-31 | $56M | 90k | 629.67 |
| 2021-12-31 | $59M | 89k | 665.42 |
| 2021-09-30 | $43M | 5.4k | 7863.78 |
| 2021-06-30 | $41M | 85k | 476.85 |
| 2021-03-31 | $38M | 81k | 463.66 |
| 2020-12-31 | $32M | 73k | 437.85 |
| 2020-09-30 | $26M | 70k | 364.32 |
| 2020-06-30 | $22M | 69k | 315.61 |
| 2020-03-31 | $16M | 67k | 237.10 |
| 2019-12-31 | $20M | 63k | 316.02 |
| 2019-09-30 | $17M | 60k | 276.07 |
| 2019-06-30 | $17M | 60k | 287.86 |
| 2019-03-31 | $18M | 61k | 300.70 |