Broadcom shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 39k | 172.50 |
| 2024-06-30 | $3.8M | 2.3k | 1605.57 |
| 2024-03-31 | $3.1M | 2.4k | 1325.43 |
| 2023-09-30 | $1.7M | 2.1k | 830.58 |
| 2023-06-30 | $1.9M | 2.2k | 867.43 |
| 2023-03-31 | $862k | 1.3k | 641.54 |
| 2022-12-31 | $366k | 655 | 559.13 |
| 2022-09-30 | $419k | 944 | 443.86 |
| 2022-06-30 | $286k | 589 | 485.57 |
| 2022-03-31 | $377k | 599 | 629.38 |
| 2021-12-31 | $469k | 705 | 665.25 |
| 2021-09-30 | $342k | 705 | 485.11 |
| 2021-06-30 | $338k | 708 | 477.40 |
| 2021-03-31 | $317k | 683 | 464.13 |
| 2020-12-31 | $271k | 619 | 437.80 |
| 2020-09-30 | $242k | 664 | 364.46 |
| 2020-06-30 | $863k | 2.7k | 315.54 |
| 2020-03-31 | $718k | 3.0k | 237.12 |
| 2019-12-31 | $946k | 3.1k | 305.26 |
| 2019-09-30 | $964k | 3.1k | 315.45 |
| 2019-06-30 | $756k | 2.8k | 270.10 |
| 2019-03-31 | $850k | 2.8k | 300.88 |
| 2018-12-31 | $748k | 2.7k | 275.61 |
| 2018-09-30 | $698k | 3.0k | 234.31 |
| 2018-06-30 | $2.0M | 8.3k | 242.65 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors