Back to AVGO
Concord Wealth Partners → AVGO
Concord Wealth Partners AVGO Position History
Broadcom Inc.
Quarters held
5
Latest value
$12M
Q3 2026
Peak value
$12.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.1M |
| Q4 2025 | $11M |
| Q1 2026 | $10.3M |
| Q2 2026 | $12.8M |
| Q3 2026 | $12M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12M | 34.3K | — | — |
| Q2 2026 | $12.8M | 34.0K | — | — |
| Q1 2026 | $10.3M | 33.4K | — | — |
| Q4 2025 | $11M | 31.8K | — | — |
| Q3 2025 | $10.1M | 30.8K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B