Broadcom shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Financial Synergies 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 1.5k | 172.47 |
| 2024-03-31 | $152k | 115 | 1320.78 |
| 2023-12-31 | $45k | 81 | 559.14 |
| 2023-09-30 | $95k | 114 | 833.65 |
| 2023-06-30 | $99k | 114 | 869.76 |
| 2023-03-31 | $83k | 129 | 642.57 |
| 2022-12-31 | $45k | 81 | 559.14 |
| 2022-09-30 | $1.8k | 4 | 444.25 |
| 2022-06-30 | $1.9k | 4 | 486.00 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors