Broadcom shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 147k | 330.14 |
| 2025-06-30 | $43M | 156k | 275.88 |
| 2025-03-31 | $26M | 156k | 167.68 |
| 2024-12-31 | $37M | 157k | 232.07 |
| 2024-09-30 | $30M | 174k | 172.72 |
| 2024-06-30 | $28M | 18k | 1605.49 |
| 2024-03-31 | $19M | 15k | 1325.40 |
| 2023-12-31 | $17M | 15k | 1116.26 |
| 2023-09-30 | $12M | 15k | 830.57 |
| 2023-06-30 | $14M | 16k | 867.44 |
| 2023-03-31 | $7.4M | 12k | 641.52 |
| 2022-12-31 | $6.2M | 11k | 559.15 |
| 2022-09-30 | $4.7M | 11k | 443.97 |
| 2022-06-30 | $4.7M | 9.7k | 485.82 |
| 2022-03-31 | $5.4M | 8.6k | 629.63 |
| 2021-12-31 | $6.3M | 9.5k | 665.37 |
| 2021-09-30 | $1.6M | 3.3k | 484.91 |
| 2021-06-30 | $1.5M | 3.1k | 476.77 |
| 2021-03-31 | $1.3M | 2.9k | 463.76 |
| 2020-12-31 | $1.2M | 2.8k | 437.90 |