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Broadcom shares owned by Merit Financial Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Broadcom

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All positions including Broadcom held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $89M 270k 329.91
2025-06-30 $57M 206k 275.65
2025-03-31 $22M 129k 167.43
2024-12-31 $26M 111k 231.84
2024-09-30 $11M 62k 172.50
2024-03-31 $7.9M 6.1k 1278.18
2023-12-31 $3.5M 3.1k 1116.10
2023-09-30 $4.7M 5.6k 830.65
2023-06-30 $5.0M 5.7k 867.46
2023-03-31 $2.2M 3.4k 641.62
2022-12-31 $1.6M 2.9k 559.21
2022-09-30 $1.7M 3.8k 444.09
2022-06-30 $2.9M 5.9k 485.75
2022-03-31 $1.4M 2.3k 629.87
2021-12-31 $768k 1.2k 664.94