Broadcom shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 1.3k | 329.91 |
| 2025-06-30 | $321k | 1.2k | 275.65 |
| 2025-03-31 | $204k | 1.2k | 167.43 |
| 2024-12-31 | $261k | 1.1k | 231.84 |
| 2024-09-30 | $234k | 1.4k | 172.50 |
| 2024-06-30 | $225k | 140 | 1605.53 |
| 2024-03-31 | $312k | 235 | 1325.41 |
| 2023-12-31 | $258k | 231 | 1116.25 |
| 2023-09-30 | $204k | 246 | 830.58 |