Back to AVGO
Castle Rock Wealth Management, LLC → AVGO
Castle Rock Wealth Management, LLC AVGO Position History
Broadcom Inc.
Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q4 2025 | $5.6M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.8M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 14.4K | — | — |
| Q2 2026 | $6.8M | 18.3K | — | — |
| Q1 2026 | $5.6M | 17.7K | — | — |
| Q4 2025 | $5.6M | 18.0K | — | — |
| Q3 2025 | $6.2M | 18.2K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B