Broadcom shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 2.5k | 329.91 |
| 2025-06-30 | $687k | 2.5k | 275.69 |
| 2025-03-31 | $438k | 2.6k | 167.42 |
| 2024-12-31 | $617k | 2.7k | 231.82 |
| 2024-09-30 | $500k | 2.9k | 172.53 |
| 2024-06-30 | $487k | 303 | 1606.44 |
| 2024-03-31 | $422k | 318 | 1325.59 |
| 2023-12-31 | $280k | 251 | 1115.48 |
| 2023-09-30 | $213k | 257 | 830.06 |
| 2023-06-30 | $295k | 340 | 867.02 |
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