Back to AVGO
Total Wealth Planning & Management, Inc. → AVGO
Total Wealth Planning & Management, Inc. AVGO Position History
Broadcom Inc.
Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 4.2K | — | — |
| Q2 2026 | $1.6M | 4.2K | — | — |
| Q1 2026 | $1.3M | 4.1K | — | — |
| Q4 2025 | $1.6M | 4.6K | — | — |
Other funds holding AVGO
$150.9B
$143.1B
$127B
$76.2B
$74.4B
$74.4B
$65.8B