Broadcom shares owned by Uptown Financial Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Uptown Financial Advisors
from 13F filings
Historical chart of Uptown Financial Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Uptown Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 8.9k | 346.10 |
| 2025-09-30 | $629k | 1.9k | 329.91 |
| 2025-06-30 | $525k | 1.9k | 275.65 |
| 2025-03-31 | $319k | 1.9k | 167.43 |
| 2024-12-31 | $311k | 1.3k | 231.84 |