Broadcom shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3M | 1.4k | 1605.19 |
| 2024-03-31 | $2.4M | 1.8k | 1325.05 |
| 2023-12-31 | $2.4M | 2.1k | 1116.45 |
| 2022-12-31 | $5.9M | 11k | 559.16 |
| 2022-09-30 | $2.1M | 4.8k | 444.10 |
| 2022-06-30 | $2.3M | 4.7k | 485.77 |
| 2022-03-31 | $3.0M | 4.8k | 629.67 |
| 2021-09-30 | $1.6M | 3.2k | 484.89 |
| 2021-06-30 | $1.3M | 2.8k | 476.81 |
| 2021-03-31 | $1.2M | 2.7k | 463.42 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management