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Broadcom shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Broadcom

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All positions including Broadcom held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 70 329.91
2025-06-30 $19k 70 275.66
2025-03-31 $12k 70 167.43
2024-12-31 $16k 70 231.84
2024-09-30 $12k 70 172.50