Broadcom shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 8.1k | 172.50 |
| 2024-06-30 | $1.2M | 751 | 1605.52 |
| 2024-03-31 | $795k | 600 | 1325.39 |
| 2023-12-31 | $632k | 566 | 1116.24 |
| 2023-09-30 | $412k | 496 | 830.58 |
| 2023-06-30 | $445k | 513 | 867.41 |
| 2023-03-31 | $329k | 513 | 641.53 |
| 2022-12-31 | $262k | 468 | 559.13 |
| 2022-09-30 | $209k | 469 | 445.68 |
| 2022-06-30 | $224k | 466 | 481.15 |
| 2022-03-31 | $266k | 422 | 630.33 |
| 2021-12-31 | $335k | 501 | 668.74 |