Broadcom shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $574k | 1.7k | 329.91 |
| 2025-06-30 | $485k | 1.8k | 275.65 |
| 2025-03-31 | $299k | 1.8k | 167.43 |
| 2024-12-31 | $419k | 1.8k | 231.84 |
| 2024-09-30 | $264k | 1.5k | 172.50 |
| 2024-06-30 | $220k | 137 | 1605.53 |