Broadcom shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Broadcom
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Quarterly reported holdings in Broadcom by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.4k | 329.91 |
| 2025-06-30 | $1.8M | 6.4k | 275.65 |
| 2025-03-31 | $471k | 2.8k | 167.43 |
| 2024-12-31 | $494k | 2.1k | 231.84 |
| 2023-03-31 | $404k | 630 | 641.54 |
| 2022-12-31 | $544k | 972 | 559.13 |
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