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Broadcom shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Broadcom

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All positions including Broadcom held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $76M 441k 172.50
2024-06-30 $74M 46k 1605.52
2024-03-31 $65M 49k 1325.40
2023-12-31 $57M 51k 1116.24
2023-09-30 $45M 54k 830.57
2023-06-30 $49M 56k 867.43
2023-03-31 $481k 750 641.54
2022-12-31 $366k 655 559.13
2022-09-30 $297k 670 443.28
2022-06-30 $339k 698 485.67
2022-03-31 $407k 646 630.03