Broadcom shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.2k | 333.39 |
| 2025-03-31 | $1.1M | 6.8k | 167.43 |
| 2024-12-31 | $1.5M | 6.9k | 217.73 |
| 2024-09-30 | $1.2M | 6.9k | 172.50 |
| 2024-06-30 | $1.1M | 686 | 1605.53 |
| 2024-03-31 | $891k | 672 | 1325.41 |
| 2023-12-31 | $862k | 772 | 1116.25 |
| 2023-09-30 | $753k | 839 | 897.82 |
| 2023-06-30 | $822k | 948 | 867.43 |
| 2023-03-31 | $652k | 1.0k | 641.54 |
| 2022-12-31 | $569k | 1.0k | 559.13 |
| 2022-09-30 | $463k | 1.0k | 455.26 |
| 2022-06-30 | $648k | 1.3k | 513.06 |
| 2022-03-31 | $735k | 1.2k | 629.82 |
| 2021-12-31 | $882k | 1.3k | 670.72 |
| 2021-09-30 | $621k | 1.3k | 485.16 |
| 2021-06-30 | $598k | 1.3k | 476.49 |
| 2021-03-31 | $8.3M | 19k | 437.83 |
| 2020-12-31 | $7.0M | 19k | 364.30 |
| 2020-09-30 | $6.7M | 19k | 351.28 |
| 2020-06-30 | $6.2M | 20k | 319.55 |
| 2020-03-31 | $4.8M | 19k | 252.45 |
| 2019-12-31 | $6.4M | 21k | 309.02 |
| 2019-09-30 | $6.2M | 22k | 280.92 |
| 2019-06-30 | $5.9M | 20k | 287.88 |
| 2019-03-31 | $5.0M | 16k | 304.22 |
More positions owned by Summit Financial Wealth Advisors
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