Broadcom shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 16k | 329.92 |
| 2025-06-30 | $4.8M | 17k | 275.66 |
| 2025-03-31 | $2.8M | 17k | 167.43 |
| 2024-12-31 | $3.6M | 16k | 231.85 |
| 2024-09-30 | $2.7M | 16k | 172.50 |
| 2024-06-30 | $1.9M | 1.2k | 1604.90 |
| 2024-03-31 | $1.6M | 1.2k | 1324.99 |
| 2023-12-31 | $1.3M | 1.2k | 1116.44 |
| 2023-09-30 | $983k | 1.2k | 830.90 |
| 2023-06-30 | $1.1M | 1.3k | 867.69 |
| 2023-03-31 | $942k | 1.5k | 641.36 |
| 2022-12-31 | $461k | 825 | 559.07 |
| 2022-09-30 | $343k | 797 | 430.36 |
| 2022-06-30 | $283k | 583 | 485.42 |
| 2022-03-31 | $273k | 433 | 630.49 |