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MCCARTER PRIVATE WEALTH SERVICES LLC → AVGO
MCCARTER PRIVATE WEALTH SERVICES LLC AVGO Position History
Broadcom Inc.
Quarters held
8
Latest value
$794K
Q3 2026
Peak value
$14.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $800K |
| Q4 2025 | $14.1M |
| Q1 2026 | $715K |
| Q1 2026 | $12M |
| Q2 2026 | $854K |
| Q2 2026 | $13.8M |
| Q3 2026 | $12.6M |
| Q3 2026 | $794K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $794K | 2.3K | — | — |
| Q3 2026 | $12.6M | 35.8K | — | — |
| Q2 2026 | $13.8M | 36.5K | — | — |
| Q2 2026 | $854K | 2.3K | — | — |
| Q1 2026 | $12M | 38.8K | — | — |
| Q1 2026 | $715K | 2.3K | — | — |
| Q4 2025 | $14.1M | 40.8K | — | — |
| Q4 2025 | $800K | 2.3K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B