Broadcom shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Broadcom
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Quarterly reported holdings in Broadcom by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 4.7k | 385.95 |
| 2025-06-30 | $1.4M | 4.7k | 297.69 |
| 2025-03-31 | $888k | 4.6k | 191.17 |
| 2024-12-31 | $1.0M | 4.8k | 217.73 |
| 2024-09-30 | $812k | 4.7k | 172.02 |
| 2024-06-30 | $770k | 4.7k | 163.77 |
| 2024-03-31 | $550k | 421 | 1305.67 |
| 2023-12-31 | $416k | 387 | 1074.85 |
| 2023-09-30 | $303k | 372 | 814.83 |
| 2023-06-30 | $268k | 299 | 897.06 |