Back to AVGO
Concurrent Investment Advisors, LLC → AVGO
Concurrent Investment Advisors, LLC AVGO Position History
Broadcom Inc.
Quarters held
23
Latest value
$16M
Q3 2026
Peak value
$111.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.3M |
| Q3 2025 | $1.2M |
| Q4 2025 | $12.7M |
| Q4 2025 | $35K |
| Q4 2025 | $76.7M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.3M |
| Q1 2026 | $69.2M |
| Q1 2026 | $15.3M |
| Q1 2026 | $62K |
| Q1 2026 | $1.1M |
| Q1 2026 | $334K |
| Q2 2026 | $76K |
| Q2 2026 | $91.9M |
| Q2 2026 | $22.7M |
| Q2 2026 | $443K |
| Q2 2026 | $1.1M |
| Q3 2026 | $105K |
| Q3 2026 | $13.2M |
| Q3 2026 | $111.3M |
| Q3 2026 | $912K |
| Q3 2026 | $61K |
| Q3 2026 | $16M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16M | 408.0K | — | — |
| Q3 2026 | $61K | 413 | — | — |
| Q3 2026 | $912K | 6.2K | — | — |
| Q3 2026 | $111.3M | 317.0K | — | — |
| Q3 2026 | $13.2M | 37.6K | — | — |
| Q3 2026 | $105K | 300 | — | — |
| Q2 2026 | $1.1M | 5.8K | — | — |
| Q2 2026 | $443K | 2.4K | — | — |
| Q2 2026 | $22.7M | 60.0K | — | — |
| Q2 2026 | $91.9M | 243.3K | — | — |
| Q2 2026 | $76K | 200 | — | — |
| Q1 2026 | $334K | 2.0K | — | — |
| Q1 2026 | $1.1M | 6.3K | — | — |
| Q1 2026 | $62K | 200 | — | — |
| Q1 2026 | $15.3M | 49.3K | — | — |
| Q1 2026 | $69.2M | 223.6K | — | — |
| Q4 2025 | $1.3M | 7.9K | — | — |
| Q4 2025 | $1.4M | 8.5K | — | — |
| Q4 2025 | $76.7M | 221.6K | — | — |
| Q4 2025 | $35K | 100 | — | — |
| Q4 2025 | $12.7M | 36.6K | — | — |
| Q3 2025 | $1.2M | 9.0K | — | — |
| Q3 2025 | $46.3M | 140.4K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B