Broadcom shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.7k | 329.91 |
| 2025-06-30 | $2.2M | 8.1k | 275.65 |
| 2025-03-31 | $1.4M | 8.2k | 167.43 |
| 2024-12-31 | $2.0M | 8.5k | 231.84 |
| 2024-09-30 | $1.5M | 8.8k | 172.50 |
| 2024-06-30 | $1.4M | 857 | 1605.53 |
| 2024-03-31 | $1.2M | 936 | 1325.41 |
| 2023-12-31 | $1.1M | 1.0k | 1116.25 |
| 2023-09-30 | $888k | 1.1k | 830.58 |
| 2023-06-30 | $1.1M | 1.3k | 867.43 |
| 2023-03-31 | $878k | 1.4k | 641.54 |
| 2022-12-31 | $745k | 1.3k | 559.13 |
| 2022-09-30 | $689k | 1.6k | 444.23 |
| 2022-06-30 | $712k | 1.5k | 485.68 |
| 2022-03-31 | $916k | 1.5k | 629.55 |
| 2021-12-31 | $846k | 1.3k | 665.09 |
| 2021-09-30 | $568k | 1.2k | 484.64 |
| 2021-06-30 | $552k | 1.2k | 477.10 |
| 2021-03-31 | $523k | 1.1k | 464.06 |
| 2020-12-31 | $499k | 1.1k | 437.72 |
| 2020-09-30 | $423k | 1.2k | 364.66 |
| 2020-06-30 | $356k | 1.1k | 315.32 |
| 2020-03-31 | $291k | 1.2k | 236.97 |
| 2019-12-31 | $207k | 655 | 316.03 |