Broadcom shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.8M | 25k | 231.84 |
| 2024-09-30 | $4.2M | 24k | 172.50 |
| 2024-06-30 | $3.8M | 2.4k | 1605.44 |
| 2024-03-31 | $3.2M | 2.4k | 1325.55 |
| 2023-12-31 | $2.8M | 2.5k | 1116.05 |
| 2023-09-30 | $2.1M | 2.5k | 830.47 |
| 2023-06-30 | $2.2M | 2.6k | 867.45 |
| 2023-03-31 | $1.6M | 2.5k | 641.49 |
| 2022-12-31 | $1.4M | 2.5k | 559.02 |
| 2022-09-30 | $1.1M | 2.5k | 444.18 |
| 2022-06-30 | $1.2M | 2.5k | 485.60 |
| 2022-03-31 | $1.6M | 2.5k | 629.82 |
| 2021-12-31 | $1.7M | 2.5k | 665.33 |
| 2021-09-30 | $1.2M | 2.5k | 484.75 |
| 2021-06-30 | $1.2M | 2.5k | 476.94 |
| 2021-03-31 | $1.1M | 2.5k | 463.78 |
| 2020-12-31 | $993k | 2.3k | 437.64 |
| 2020-09-30 | $773k | 2.1k | 364.28 |
| 2020-06-30 | $667k | 2.1k | 315.81 |
| 2020-03-31 | $205k | 865 | 236.99 |
| 2019-12-31 | $280k | 280 | 1000.00 |
| 2019-09-30 | $247k | 893 | 276.60 |
| 2019-06-30 | $371k | 1.3k | 287.82 |
| 2019-03-31 | $393k | 1.3k | 300.92 |
| 2018-12-31 | $404k | 1.6k | 254.09 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management