Broadcom shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.2k | 338.34 |
| 2025-06-30 | $813k | 3.0k | 274.34 |
| 2025-03-31 | $454k | 3.1k | 146.30 |
| 2024-12-31 | $564k | 2.5k | 228.71 |
| 2024-09-30 | $524k | 3.0k | 175.02 |
| 2024-06-30 | $358k | 2.2k | 160.47 |
| 2024-03-31 | $285k | 213 | 1338.03 |
| 2023-12-31 | $237k | 194 | 1221.65 |