Broadcom shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.1k | 351.33 |
| 2025-06-30 | $1.1M | 4.1k | 275.65 |
| 2025-03-31 | $654k | 3.9k | 167.43 |
| 2024-12-31 | $732k | 3.2k | 231.84 |
| 2024-09-30 | $302k | 1.8k | 172.50 |
More positions owned by Up Strategic Wealth Investment Advisors
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