Broadcom shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 26k | 329.91 |
| 2025-06-30 | $7.4M | 27k | 275.65 |
| 2025-03-31 | $4.3M | 26k | 167.43 |
| 2024-12-31 | $5.0M | 22k | 231.84 |
| 2024-09-30 | $3.7M | 22k | 172.50 |
| 2024-06-30 | $4.3M | 2.7k | 1605.53 |
| 2024-03-31 | $3.5M | 2.7k | 1325.41 |
| 2023-12-31 | $3.0M | 2.7k | 1116.25 |
| 2023-09-30 | $2.3M | 2.8k | 830.58 |
| 2023-06-30 | $4.2M | 4.8k | 867.43 |
| 2023-03-31 | $3.1M | 4.8k | 641.54 |
| 2022-12-31 | $3.0M | 5.4k | 559.13 |
| 2022-09-30 | $2.5M | 5.6k | 443.99 |
| 2022-06-30 | $2.7M | 5.6k | 485.84 |
| 2022-03-31 | $4.9M | 7.8k | 629.65 |
| 2021-12-31 | $6.5M | 9.7k | 665.40 |
| 2021-09-30 | $4.7M | 9.7k | 484.90 |
| 2021-06-30 | $4.7M | 9.8k | 476.87 |
| 2021-03-31 | $4.5M | 9.7k | 463.71 |
| 2020-12-31 | $4.2M | 9.7k | 437.81 |
| 2020-09-30 | $3.5M | 9.6k | 364.30 |
| 2020-06-30 | $3.2M | 10k | 315.57 |
| 2019-09-30 | $508k | 1.8k | 275.79 |
| 2019-06-30 | $530k | 1.8k | 287.73 |
| 2019-03-31 | $756k | 2.5k | 300.36 |
| 2018-12-31 | $645k | 2.5k | 254.24 |
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