Broadcom shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.6k | 329.93 |
| 2025-06-30 | $966k | 3.5k | 275.61 |
| 2025-03-31 | $539k | 3.2k | 167.44 |
| 2024-12-31 | $723k | 3.1k | 231.82 |
| 2024-09-30 | $538k | 3.1k | 172.50 |
| 2024-06-30 | $500k | 311 | 1606.76 |
| 2024-03-31 | $403k | 304 | 1326.03 |
| 2023-12-31 | $669k | 599 | 1116.19 |
| 2023-09-30 | $558k | 672 | 830.30 |
| 2023-06-30 | $264k | 305 | 866.25 |
More positions owned by Monticello Wealth Management
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