Broadcom shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Broadcom
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Quarterly reported holdings in Broadcom by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 15k | 329.90 |
| 2025-06-30 | $4.0M | 14k | 275.65 |
| 2025-03-31 | $2.4M | 14k | 167.43 |
| 2024-12-31 | $3.4M | 15k | 231.84 |
| 2024-09-30 | $2.3M | 13k | 172.50 |
| 2024-06-30 | $1.3M | 787 | 1606.54 |
| 2024-03-31 | $1.0M | 782 | 1326.19 |
| 2023-12-31 | $745k | 667 | 1116.96 |
| 2023-09-30 | $470k | 565 | 831.20 |
| 2023-06-30 | $434k | 500 | 868.16 |
| 2022-12-31 | $338k | 604 | 559.52 |
| 2022-09-30 | $296k | 667 | 443.78 |
| 2022-06-30 | $424k | 872 | 486.24 |
| 2022-03-31 | $349k | 554 | 629.96 |
| 2021-12-31 | $362k | 543 | 666.67 |