Broadcom shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $441k | 1.2k | 377.99 |
| 2026-03-31 | $286k | 924 | 309.78 |
| 2025-12-31 | $424k | 1.2k | 346.38 |
| 2025-09-30 | $362k | 1.1k | 330.10 |
| 2025-06-30 | $236k | 856 | 276.14 |
| 2025-03-31 | $246k | 1.5k | 167.52 |
| 2024-12-31 | $265k | 1.1k | 231.92 |
| 2024-09-30 | $117k | 676 | 172.64 |
| 2024-06-30 | $66k | 41 | 1612.78 |
| 2024-03-31 | $69k | 51 | 1348.10 |
| 2023-12-31 | $80k | 71 | 1124.59 |
| 2023-09-30 | $60k | 72 | 832.10 |
| 2023-06-30 | $67k | 76 | 875.70 |
| 2023-03-31 | $70k | 109 | 642.15 |
| 2022-12-31 | $75k | 134 | 559.13 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors