Broadcom shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 14k | 329.91 |
| 2025-06-30 | $3.6M | 13k | 275.64 |
| 2025-03-31 | $2.3M | 14k | 167.43 |
| 2024-12-31 | $4.1M | 18k | 231.84 |
| 2024-09-30 | $3.1M | 18k | 172.50 |
| 2024-06-30 | $3.6M | 2.3k | 1605.53 |
| 2024-03-31 | $3.2M | 2.4k | 1325.41 |
| 2023-12-31 | $3.1M | 2.9k | 1085.38 |
| 2023-09-30 | $2.4M | 2.9k | 830.58 |
| 2023-06-30 | $2.4M | 2.8k | 867.43 |
| 2023-03-31 | $2.9M | 4.5k | 641.54 |
| 2022-12-31 | $3.1M | 5.6k | 559.13 |
| 2022-09-30 | $2.5M | 5.6k | 444.03 |
| 2022-06-30 | $2.7M | 5.6k | 485.75 |
| 2022-03-31 | $3.4M | 5.6k | 602.03 |
| 2021-09-30 | $32k | 65 | 492.31 |
| 2021-06-30 | $31k | 65 | 476.92 |
| 2021-03-31 | $27k | 57 | 473.68 |
| 2020-12-31 | $8.0k | 19 | 421.05 |