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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Quarterly reported holdings in Broadcom by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.5k | 329.91 |
| 2025-06-30 | $2.4M | 8.7k | 275.66 |
| 2024-12-31 | $1.3M | 5.6k | 231.84 |
| 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 |