Broadcom shares owned by Plan Group Financial
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.2M | 12k | 346.10 |
| 2025-09-30 | $4.0M | 12k | 329.92 |
| 2025-06-30 | $3.3M | 12k | 275.66 |
| 2025-03-31 | $1.8M | 11k | 167.44 |
| 2024-12-31 | $1.7M | 7.1k | 231.83 |
| 2024-09-30 | $1.1M | 6.6k | 172.51 |
| 2024-06-30 | $979k | 609 | 1606.85 |
| 2024-03-31 | $514k | 388 | 1325.40 |
| 2023-12-31 | $310k | 278 | 1114.80 |
| 2023-09-30 | $208k | 250 | 831.34 |
| 2023-06-30 | $229k | 259 | 883.14 |