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Broadcom shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.1M 7.5k 275.65
2025-03-31 $1.2M 7.4k 167.43
2024-12-31 $1.9M 8.3k 231.84