Broadcom shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Broadcom
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Quarterly reported holdings in Broadcom by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.2k | 329.91 |
| 2025-06-30 | $1.5M | 5.5k | 275.65 |
| 2025-03-31 | $955k | 5.7k | 167.43 |
| 2024-12-31 | $1.4M | 6.0k | 231.84 |
| 2024-09-30 | $1.3M | 7.3k | 172.50 |
| 2024-06-30 | $1.1M | 702 | 1605.53 |
| 2024-03-31 | $995k | 751 | 1325.41 |
| 2023-12-31 | $815k | 730 | 1116.25 |
| 2023-09-30 | $611k | 735 | 830.58 |
| 2023-06-30 | $601k | 693 | 867.43 |
| 2023-03-31 | $631k | 984 | 641.54 |
| 2022-12-31 | $509k | 910 | 559.13 |
| 2022-09-30 | $421k | 948 | 444.09 |
| 2022-06-30 | $527k | 1.1k | 485.71 |
| 2022-03-31 | $645k | 1.0k | 629.88 |
| 2021-12-31 | $616k | 925 | 665.95 |
| 2021-09-30 | $449k | 925 | 485.41 |
| 2021-06-30 | $490k | 1.0k | 477.12 |
| 2021-03-31 | $477k | 1.0k | 464.01 |
| 2020-12-31 | $440k | 1.0k | 437.38 |
| 2020-09-30 | $301k | 826 | 364.41 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners