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Broadcom shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Broadcom

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All positions including Broadcom held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 31k 329.91
2025-06-30 $8.1M 29k 275.65
2025-03-31 $4.5M 27k 167.43
2024-12-31 $5.9M 26k 231.84
2024-09-30 $4.1M 24k 172.50
2024-06-30 $3.3M 2.1k 1605.53
2024-03-31 $2.2M 1.7k 1325.41
2023-12-31 $1.7M 1.5k 1116.25
2023-09-30 $1.1M 1.3k 830.58
2023-06-30 $1.0M 1.2k 867.43
2023-03-31 $703k 1.1k 641.54
2022-12-31 $553k 989 559.13
2022-09-30 $388k 874 443.94
2022-06-30 $384k 789 486.69
2022-03-31 $536k 851 629.85
2021-12-31 $379k 569 666.08