Broadcom shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Broadcom
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Quarterly reported holdings in Broadcom by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $465k | 2.8k | 167.42 |
| 2024-12-31 | $633k | 2.7k | 231.85 |
| 2024-09-30 | $410k | 2.4k | 172.49 |
| 2024-06-30 | $368k | 229 | 1605.65 |