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ONE WEALTH CAPITAL MANAGEMENT, LLC → AVGO

ONE WEALTH CAPITAL MANAGEMENT, LLC AVGO Position History

Broadcom Inc.

Quarters held
14
Latest value
$597K
Q3 2026
Peak value
$10.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q4 2025$9.1M
Q1 2026$10.3M
Q1 2026$720K
Q1 2026$680K
Q1 2026$720K
Q2 2026$680K
Q2 2026$10.7M
Q2 2026$642K
Q2 2026$680K
Q3 2026$632K
Q3 2026$10.6M
Q3 2026$632K
Q3 2026$597K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$597K1.7K——
Q3 2026$632K1.8K——
Q3 2026$10.6M30.2K——
Q3 2026$632K1.8K——
Q2 2026$680K1.8K——
Q2 2026$642K1.7K——
Q2 2026$10.7M28.3K——
Q2 2026$680K1.8K——
Q1 2026$720K1.8K——
Q1 2026$680K1.7K——
Q1 2026$720K1.8K——
Q1 2026$10.3M25.7K——
Q4 2025$9.1M26.2K——
Q3 2025$5.3M16.1K——

Other funds holding AVGO

Other ONE WEALTH CAPITAL MANAGEMENT, LLC positions

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MICROSOFT CORP

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MICROSOFT CORP

$38.5M
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MICROSOFT CORP

$36.5M
ETHA

ISHARES TR

$30.1M
ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$16.4M