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
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Quarterly reported holdings in Broadcom by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 1.3k | 329.91 |
| 2025-06-30 | $351k | 1.3k | 275.51 |
| 2025-03-31 | $258k | 1.5k | 167.75 |
| 2024-12-31 | $372k | 1.6k | 231.78 |
| 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 |