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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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All positions including Broadcom held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
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