Broadcom shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.0k | 329.89 |
| 2025-06-30 | $2.5M | 9.2k | 275.64 |
| 2025-03-31 | $1.5M | 9.2k | 167.43 |
| 2024-12-31 | $2.2M | 9.6k | 231.83 |
| 2024-09-30 | $1.6M | 9.5k | 172.51 |
| 2024-06-30 | $1.5M | 952 | 1605.17 |
| 2024-03-31 | $1.3M | 944 | 1326.06 |
| 2023-12-31 | $1.2M | 1.1k | 1116.77 |
| 2023-09-30 | $667k | 803 | 830.10 |
| 2023-06-30 | $683k | 788 | 867.19 |
| 2023-03-31 | $524k | 816 | 641.69 |
| 2022-12-31 | $432k | 772 | 559.30 |
| 2022-09-30 | $341k | 769 | 443.43 |
| 2022-06-30 | $380k | 780 | 487.18 |
| 2022-03-31 | $597k | 948 | 629.75 |
| 2021-12-31 | $575k | 864 | 665.51 |
| 2021-09-30 | $406k | 835 | 486.23 |
| 2021-06-30 | $384k | 805 | 477.02 |
| 2021-03-31 | $201k | 434 | 463.13 |