Broadcom shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 7.4k | 346.10 |
| 2025-09-30 | $2.5M | 7.6k | 329.91 |
| 2025-06-30 | $1.8M | 6.4k | 275.66 |
| 2025-03-31 | $1.0M | 6.2k | 167.43 |
| 2024-12-31 | $1.3M | 5.6k | 231.82 |
| 2024-09-30 | $975k | 5.7k | 172.44 |
| 2024-06-30 | $857k | 8.0k | 107.18 |
| 2024-03-31 | $520k | 393 | 1323.16 |
| 2023-12-31 | $455k | 408 | 1115.20 |
| 2023-09-30 | $465k | 560 | 830.36 |
| 2023-06-30 | $1.4M | 1.6k | 867.33 |
| 2021-09-30 | $36k | 65 | 555.56 |
| 2021-06-30 | $24k | 51 | 470.59 |
| 2021-03-31 | $23k | 50 | 460.00 |
| 2020-12-31 | $23k | 50 | 460.00 |
| 2020-09-30 | $7.0k | 18 | 388.89 |
| 2020-06-30 | $6.0k | 18 | 333.33 |
| 2020-03-31 | $26k | 108 | 240.74 |
| 2019-12-31 | $28k | 89 | 314.61 |
| 2019-09-30 | $30k | 108 | 277.78 |
| 2019-06-30 | $26k | 91 | 285.71 |
| 2019-03-31 | $17k | 56 | 303.57 |
| 2018-12-31 | $11k | 44 | 250.00 |