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Broadcom shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $909k 5.3k 172.52
2024-06-30 $646k 403 1604.09
2024-03-31 $357k 269 1326.90
2023-12-31 $300k 269 1115.83
2023-09-30 $221k 266 831.93