Broadcom shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 33k | 329.88 |
| 2025-06-30 | $9.2M | 33k | 275.65 |
| 2025-03-31 | $7.4M | 44k | 167.43 |
| 2024-12-31 | $10M | 44k | 231.84 |
| 2024-09-30 | $8.2M | 48k | 172.50 |
| 2024-06-30 | $7.6M | 4.7k | 1605.52 |
| 2024-03-31 | $6.8M | 5.2k | 1325.41 |
| 2023-09-30 | $3.0M | 3.6k | 830.58 |
| 2023-06-30 | $3.1M | 3.5k | 867.43 |
| 2023-03-31 | $2.1M | 3.2k | 641.54 |
| 2022-12-31 | $1.8M | 3.2k | 559.13 |
| 2022-09-30 | $1.1M | 2.5k | 443.91 |
| 2022-06-30 | $1.3M | 2.7k | 485.85 |
| 2022-03-31 | $1.7M | 2.7k | 629.60 |
| 2021-12-31 | $1.5M | 2.3k | 665.35 |
| 2021-09-30 | $1.1M | 2.3k | 484.85 |
| 2021-06-30 | $1.1M | 2.4k | 476.77 |
| 2021-03-31 | $1.1M | 2.5k | 463.48 |
| 2020-12-31 | $0 | 2.5k | 0.00 |
| 2020-09-30 | $0 | 2.3k | 0.00 |
| 2020-06-30 | $745k | 2.4k | 315.41 |
| 2020-03-31 | $535k | 2.4k | 225.81 |
| 2019-12-31 | $0 | 2.3k | 0.00 |
| 2019-09-30 | $0 | 1.3k | 0.00 |
| 2019-06-30 | $0 | 1.3k | 0.00 |
| 2019-03-31 | $0 | 1.2k | 0.00 |
| 2018-12-31 | $0 | 1.2k | 0.00 |
| 2018-09-30 | $277k | 1.1k | 246.88 |
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