Broadcom shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadcom by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 91k | 329.79 |
| 2025-06-30 | $28M | 102k | 275.65 |
| 2024-12-31 | $21M | 89k | 235.80 |
| 2024-09-30 | $13M | 73k | 172.50 |
| 2024-06-30 | $11M | 7.1k | 1605.50 |
| 2024-03-31 | $9.1M | 6.9k | 1325.36 |
| 2023-12-31 | $7.6M | 6.8k | 1116.28 |
| 2023-09-30 | $4.6M | 5.6k | 830.57 |
| 2023-06-30 | $4.8M | 5.5k | 867.43 |
| 2023-03-31 | $5.2M | 8.1k | 641.51 |
| 2022-12-31 | $4.4M | 7.8k | 559.16 |
| 2022-09-30 | $3.2M | 7.1k | 443.98 |
| 2022-06-30 | $3.4M | 7.0k | 485.77 |
| 2022-03-31 | $4.1M | 6.6k | 629.61 |
| 2021-12-31 | $3.7M | 5.5k | 665.39 |
| 2021-09-30 | $2.7M | 5.5k | 484.89 |
| 2021-06-30 | $2.2M | 4.6k | 476.94 |
| 2021-03-31 | $1.8M | 3.9k | 463.78 |
| 2020-12-31 | $2.0M | 4.5k | 437.85 |
| 2020-09-30 | $1.7M | 4.6k | 364.42 |
| 2020-06-30 | $1.8M | 5.7k | 315.56 |
| 2020-03-31 | $1.2M | 3.7k | 315.97 |
| 2019-12-31 | $1.2M | 3.7k | 315.97 |
| 2019-09-30 | $1.0M | 3.7k | 276.05 |
| 2019-06-30 | $134k | 477 | 280.00 |
| 2018-12-31 | $999 | 3 | 333.33 |
| 2018-09-30 | $999 | 3 | 333.33 |
| 2018-06-30 | $999 | 3 | 333.33 |