Broadcom shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 27k | 329.92 |
| 2025-06-30 | $4.5M | 16k | 275.65 |
| 2025-03-31 | $2.3M | 14k | 167.43 |
| 2024-12-31 | $2.3M | 9.7k | 231.84 |
| 2024-06-30 | $1.0M | 631 | 1605.53 |
| 2024-03-31 | $725k | 547 | 1325.41 |