Broadcom shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Broadcom
Tip: Access up to 7 years of quarterly data
All positions including Broadcom held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadcom by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.5k | 329.90 |
| 2025-06-30 | $829k | 3.0k | 275.68 |
| 2025-03-31 | $362k | 2.2k | 167.47 |
| 2024-12-31 | $308k | 1.3k | 231.82 |
| 2024-09-30 | $997k | 5.8k | 172.51 |