Broadcom shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 21k | 329.71 |
| 2025-06-30 | $5.7M | 21k | 275.65 |
| 2025-03-31 | $3.5M | 21k | 167.54 |
| 2024-12-31 | $5.1M | 22k | 231.63 |
| 2024-09-30 | $3.6M | 21k | 172.89 |
| 2024-06-30 | $3.1M | 1.9k | 1617.23 |
| 2024-03-31 | $1.9M | 1.4k | 1330.69 |
| 2023-12-31 | $209k | 187 | 1116.29 |