Back to AVGO
Heritage Wealth Management, Inc. /CA/ → AVGO
Heritage Wealth Management, Inc. /CA/ AVGO Position History
Broadcom Inc.
Quarters held
5
Latest value
$5.2M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $5.1M |
| Q1 2026 | $4.6M |
| Q2 2026 | $5.6M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 14.9K | — | — |
| Q2 2026 | $5.6M | 14.9K | — | — |
| Q1 2026 | $4.6M | 14.8K | — | — |
| Q4 2025 | $5.1M | 14.8K | — | — |
| Q3 2025 | $5.3M | 16.1K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B