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
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |