Broadcom shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 93k | 329.91 |
| 2025-06-30 | $26M | 94k | 275.65 |
| 2025-03-31 | $15M | 87k | 167.43 |
| 2024-12-31 | $20M | 84k | 231.84 |
| 2024-09-30 | $14M | 81k | 172.50 |
| 2024-06-30 | $13M | 81k | 160.68 |
| 2024-03-31 | $9.1M | 8.2k | 1116.27 |
| 2023-12-31 | $9.1M | 8.2k | 1116.27 |
| 2023-09-30 | $6.6M | 8.0k | 830.55 |
| 2023-06-30 | $6.6M | 7.6k | 867.39 |
| 2023-03-31 | $4.5M | 7.0k | 641.55 |
| 2022-12-31 | $3.8M | 6.7k | 559.09 |
| 2022-09-30 | $1.2M | 2.7k | 454.55 |
| 2022-06-30 | $1.1M | 2.3k | 485.94 |
| 2022-03-31 | $1.3M | 2.0k | 666.67 |
| 2021-12-31 | $727k | 1.1k | 670.21 |
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