Broadcom shares owned by Root Financial Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Broadcom
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Quarterly reported holdings in Broadcom by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 33k | 346.10 |
| 2025-09-30 | $7.0M | 21k | 329.91 |
| 2025-06-30 | $5.7M | 21k | 275.65 |
| 2025-03-31 | $932k | 5.4k | 170.97 |
| 2024-12-31 | $1.8M | 7.8k | 231.84 |
| 2024-09-30 | $787k | 4.6k | 172.49 |
| 2024-06-30 | $585k | 364 | 1606.32 |
| 2024-03-31 | $312k | 235 | 1325.67 |
| 2023-12-31 | $243k | 217 | 1118.36 |