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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

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All positions including Broadcom held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
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