Broadcom shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Broadcom by Source Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $938k | 5.4k | 172.50 |
2024-06-30 | $881k | 549 | 1605.53 |
2024-03-31 | $969k | 731 | 1325.41 |
2023-12-31 | $823k | 737 | 1116.24 |
2023-09-30 | $593k | 714 | 830.55 |
2023-06-30 | $617k | 711 | 867.45 |
2023-03-31 | $442k | 688 | 641.92 |
2022-12-31 | $366k | 655 | 559.10 |
2022-09-30 | $272k | 612 | 443.71 |
2022-06-30 | $312k | 624 | 500.00 |
2022-03-31 | $420k | 630 | 666.67 |
2021-12-31 | $385k | 578 | 665.50 |
2021-09-30 | $280k | 578 | 485.11 |
2021-06-30 | $299k | 628 | 475.41 |
2021-03-31 | $278k | 589 | 471.70 |
2020-12-31 | $231k | 528 | 437.50 |