Broadcom shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.2k | 329.91 |
| 2025-06-30 | $892k | 3.2k | 275.65 |
| 2025-03-31 | $550k | 3.3k | 167.43 |
| 2024-12-31 | $762k | 3.3k | 231.84 |
| 2024-09-30 | $555k | 3.2k | 172.50 |
| 2024-06-30 | $276k | 172 | 1605.53 |
| 2024-03-31 | $228k | 172 | 1325.41 |
| 2023-12-31 | $230k | 206 | 1116.25 |
| 2023-09-30 | $76k | 92 | 830.58 |
| 2023-06-30 | $80k | 92 | 867.43 |
| 2023-03-31 | $75k | 117 | 641.54 |
| 2022-12-31 | $51k | 92 | 559.13 |
| 2022-09-30 | $41k | 92 | 444.01 |
| 2022-06-30 | $69k | 142 | 485.92 |
| 2022-03-31 | $58k | 92 | 630.43 |
| 2021-12-31 | $61k | 92 | 665.41 |
| 2021-09-30 | $45k | 92 | 484.93 |
| 2021-06-30 | $44k | 92 | 476.84 |
| 2021-03-31 | $43k | 92 | 463.66 |
| 2020-12-31 | $44k | 100 | 440.00 |
| 2020-09-30 | $36k | 100 | 364.32 |
| 2020-06-30 | $31k | 1.1k | 27.88 |
| 2020-03-31 | $34k | 144 | 237.10 |
| 2019-12-31 | $57k | 181 | 316.02 |
| 2019-09-30 | $46k | 169 | 272.19 |
| 2019-06-30 | $42k | 144 | 287.86 |
| 2019-03-31 | $43k | 144 | 300.71 |
| 2018-12-31 | $36k | 144 | 250.00 |
| 2018-09-30 | $35k | 144 | 243.06 |