Broadcom shares owned by Holistic Planning
Historical chart of Holistic Planning investment in Broadcom
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Quarterly reported holdings in Broadcom by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.3k | 329.92 |
| 2025-06-30 | $1.9M | 7.0k | 275.67 |
| 2025-03-31 | $1.0M | 6.0k | 167.43 |
| 2024-12-31 | $1.3M | 5.8k | 231.84 |
| 2024-09-30 | $1.0M | 5.9k | 172.50 |
| 2024-06-30 | $684k | 516 | 1325.41 |
| 2024-03-31 | $684k | 516 | 1325.41 |