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Elevation Wealth Management LLC → AVGO
Elevation Wealth Management LLC AVGO Position History
Broadcom Inc.
Quarters held
9
Latest value
$5K
Q3 2026
Peak value
$2.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $87K |
| Q1 2026 | $2.1M |
| Q1 2026 | $94K |
| Q2 2026 | $2.7M |
| Q2 2026 | $119K |
| Q3 2026 | $2.5M |
| Q3 2026 | $110K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 14 | — | — |
| Q3 2026 | $110K | 314 | — | — |
| Q3 2026 | $2.5M | 7.2K | — | — |
| Q2 2026 | $119K | 315 | — | — |
| Q2 2026 | $2.7M | 7.2K | — | — |
| Q1 2026 | $94K | 305 | — | — |
| Q1 2026 | $2.1M | 6.8K | — | — |
| Q4 2025 | $87K | 252 | — | — |
| Q4 2025 | $2.2M | 6.3K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B