Broadcom shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Broadcom
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Quarterly reported holdings in Broadcom by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.5k | 329.93 |
| 2025-06-30 | $1.8M | 6.5k | 275.66 |
| 2025-03-31 | $1.1M | 6.5k | 167.44 |
| 2024-12-31 | $1.6M | 7.1k | 231.85 |
| 2024-09-30 | $995k | 5.8k | 172.50 |
| 2024-06-30 | $801k | 499 | 1605.53 |
| 2024-03-31 | $330k | 249 | 1325.41 |
| 2023-12-31 | $278k | 249 | 1116.25 |