Broadcom shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.0k | 329.93 |
| 2025-06-30 | $1.0M | 3.7k | 275.64 |
| 2025-03-31 | $231k | 1.4k | 167.37 |
| 2024-12-31 | $334k | 1.4k | 231.83 |
| 2024-09-30 | $248k | 1.4k | 172.45 |
| 2024-06-30 | $557k | 347 | 1604.65 |
| 2024-03-31 | $460k | 347 | 1324.58 |
| 2023-09-30 | $287k | 346 | 830.02 |
| 2023-06-30 | $300k | 346 | 866.79 |
| 2021-09-30 | $129k | 267 | 483.15 |
| 2021-06-30 | $127k | 267 | 475.66 |
| 2021-03-31 | $124k | 267 | 464.42 |
| 2020-12-31 | $117k | 267 | 438.20 |
| 2020-09-30 | $16k | 43 | 372.09 |
| 2020-06-30 | $14k | 43 | 325.58 |
| 2020-03-31 | $5.0k | 19 | 263.16 |
| 2019-12-31 | $6.0k | 19 | 315.79 |
More positions owned by Walled Lake Planning & Wealth Management
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