Broadcom shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Broadcom by Summit Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $317k | 1.8k | 172.28 |
2024-06-30 | $295k | 184 | 1603.26 |
2024-03-31 | $239k | 180 | 1327.78 |
2023-12-31 | $201k | 180 | 1116.67 |
2023-03-31 | $0 | 116k | 0.00 |
2021-06-30 | $109k | 228 | 478.07 |
2021-03-31 | $106k | 228 | 464.91 |