Broadcom shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $437k | 2.4k | 180.73 |
| 2024-06-30 | $468k | 270 | 1733.30 |
| 2024-03-31 | $354k | 270 | 1310.70 |
| 2023-09-30 | $290k | 321 | 902.55 |
| 2023-06-30 | $274k | 316 | 867.43 |
| 2023-03-31 | $201k | 316 | 634.41 |
| 2022-03-31 | $226k | 360 | 627.78 |
| 2021-12-31 | $239k | 360 | 663.89 |