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
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Quarterly reported holdings in Broadcom by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 1.1k | 329.84 |
| 2025-06-30 | $347k | 1.3k | 275.72 |
| 2024-12-31 | $225k | 970 | 231.89 |
| 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 |
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