Broadcom shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Broadcom
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Quarterly reported holdings in Broadcom by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 2.3k | 329.98 |
| 2025-06-30 | $549k | 2.0k | 275.71 |
| 2025-03-31 | $333k | 2.0k | 167.47 |
| 2024-12-31 | $462k | 2.0k | 231.89 |
| 2024-09-30 | $978k | 5.7k | 172.49 |
| 2024-06-30 | $278k | 173 | 1606.94 |
| 2024-03-31 | $229k | 173 | 1323.70 |
| 2023-06-30 | $564k | 650 | 867.69 |