Broadcom shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 27k | 338.19 |
| 2025-06-30 | $3.5M | 13k | 275.65 |
| 2025-03-31 | $2.1M | 13k | 167.43 |
| 2024-12-31 | $2.9M | 12k | 231.85 |
| 2024-09-30 | $2.1M | 12k | 172.50 |
| 2024-06-30 | $1.2M | 749 | 1607.50 |
| 2024-03-31 | $949k | 715 | 1326.59 |
| 2023-12-31 | $315k | 282 | 1118.04 |