Broadcom shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Broadcom
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All positions including Broadcom held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Broadcom by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.0k | 329.91 |
| 2025-06-30 | $1.7M | 6.0k | 275.65 |
| 2025-03-31 | $1.0M | 6.0k | 167.43 |
| 2024-12-31 | $1.4M | 6.0k | 231.84 |
| 2024-06-30 | $936k | 583 | 1605.53 |
| 2024-03-31 | $653k | 493 | 1325.41 |
| 2023-12-31 | $673k | 603 | 1116.25 |
| 2023-09-30 | $428k | 515 | 830.58 |
| 2023-06-30 | $3.5M | 4.1k | 867.43 |
| 2023-03-31 | $2.5M | 3.9k | 641.54 |
| 2022-12-31 | $2.0M | 3.5k | 559.13 |
| 2022-09-30 | $1.4M | 3.2k | 443.82 |
| 2022-06-30 | $1.5M | 3.2k | 485.73 |
| 2022-03-31 | $2.0M | 3.2k | 629.68 |
| 2021-12-31 | $1.1M | 1.7k | 665.69 |
| 2021-09-30 | $568k | 1.2k | 484.64 |
| 2021-06-30 | $216k | 453 | 476.82 |