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Broadcom shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 49k 329.91
2025-06-30 $13M 47k 275.65
2025-03-31 $7.6M 45k 167.43
2024-12-31 $11M 46k 231.84
2024-09-30 $8.2M 47k 172.50
2024-06-30 $7.1M 45k 160.55
2024-03-31 $5.8M 44k 132.54
2023-12-31 $4.8M 4.3k 1116.34
2023-09-30 $3.3M 4.0k 830.64
2023-06-30 $3.5M 4.0k 867.46
2023-03-31 $2.5M 3.9k 641.58
2022-12-31 $2.1M 3.7k 559.15
2022-09-30 $1.3M 3.0k 444.03
2022-06-30 $1.6M 3.2k 485.84
2022-03-31 $1.8M 2.8k 629.74
2021-12-31 $1.6M 2.4k 665.44
2021-09-30 $1.1M 2.2k 485.00
2021-06-30 $1.0M 2.1k 476.84
2021-03-31 $971k 2.1k 463.71
2018-06-30 $58k 16k 3.70
2018-03-31 $1.0k 6 166.67