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Broadcom shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Broadcom

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All positions including Broadcom held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 92k 329.91
2025-06-30 $25M 89k 275.65
2025-03-31 $11M 68k 167.43
2024-12-31 $4.6M 20k 231.98
2024-09-30 $3.3M 19k 172.50
2024-03-31 $244k 184 1325.41
2023-06-30 $6.8M 7.8k 867.45
2023-03-31 $9.8M 15k 641.55
2022-12-31 $9.4M 17k 559.14
2022-09-30 $5.8M 13k 444.01
2021-12-31 $2.2M 3.3k 665.48
2021-09-30 $2.0M 4.1k 484.99
2021-06-30 $3.2M 6.8k 476.85
2020-12-31 $3.5M 7.9k 437.79