Broadcom shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $773k | 2.1k | 376.50 |
| 2025-06-30 | $501k | 1.8k | 281.01 |
| 2025-03-31 | $320k | 1.7k | 192.26 |
| 2024-12-31 | $300k | 1.4k | 218.60 |
| 2024-09-30 | $237k | 1.3k | 182.36 |