Broadcom shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 338.21 |
| 2025-06-30 | $957k | 3.5k | 275.66 |
| 2025-03-31 | $548k | 3.3k | 167.44 |
| 2024-12-31 | $733k | 3.2k | 231.84 |
| 2024-09-30 | $493k | 2.9k | 172.50 |
| 2024-06-30 | $382k | 238 | 1606.17 |
| 2024-03-31 | $556k | 419 | 1326.15 |
| 2023-12-31 | $469k | 420 | 1116.86 |
| 2023-09-30 | $345k | 415 | 831.04 |
| 2023-06-30 | $359k | 414 | 867.91 |
| 2021-12-31 | $337k | 524 | 643.13 |
| 2021-09-30 | $251k | 518 | 484.56 |
| 2021-06-30 | $235k | 493 | 476.67 |
| 2021-03-31 | $229k | 493 | 464.50 |
| 2020-12-31 | $232k | 493 | 470.59 |