Broadcom shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647k | 2.0k | 329.91 |
| 2025-06-30 | $540k | 2.0k | 275.65 |
| 2025-03-31 | $328k | 2.0k | 167.43 |
| 2024-12-31 | $454k | 2.0k | 231.84 |
| 2024-09-30 | $346k | 2.0k | 176.64 |
| 2024-06-30 | $315k | 196 | 1605.53 |
| 2024-03-31 | $260k | 196 | 1325.41 |
| 2023-12-31 | $219k | 196 | 1116.25 |