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Avantra Family Wealth, Inc. → AVGO
Avantra Family Wealth, Inc. AVGO Position History
Broadcom Inc.
Quarters held
6
Latest value
$2.8M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.4M |
| Q1 2026 | $279K |
| Q2 2026 | $3M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 7.9K | — | — |
| Q2 2026 | $3M | 7.8K | — | — |
| Q1 2026 | $279K | 1.7K | — | — |
| Q1 2026 | $2.4M | 7.6K | — | — |
| Q4 2025 | $2.7M | 7.7K | — | — |
| Q3 2025 | $2.5M | 7.4K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B