Broadcom shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 5.3k | 351.93 |
| 2025-06-30 | $782k | 2.8k | 275.70 |
| 2025-03-31 | $654k | 2.8k | 232.46 |
| 2024-12-31 | $621k | 2.7k | 231.87 |
| 2024-09-30 | $439k | 2.4k | 180.01 |