Back to AVGO
Compass Wealth Management LLC → AVGO
Compass Wealth Management LLC AVGO Position History
Broadcom Inc.
Quarters held
5
Latest value
$27M
Q3 2026
Peak value
$31.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $31.8M |
| Q4 2025 | $31.3M |
| Q1 2026 | $25.5M |
| Q2 2026 | $29.7M |
| Q3 2026 | $27M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27M | 76.9K | — | — |
| Q2 2026 | $29.7M | 78.5K | — | — |
| Q1 2026 | $25.5M | 82.3K | — | — |
| Q4 2025 | $31.3M | 90.5K | — | — |
| Q3 2025 | $31.8M | 96.5K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B