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W.G. Shaheen & Associates DBA Whitney & Co → AVGO

W.G. Shaheen & Associates DBA Whitney & Co AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$31.2M
Q3 2026
Peak value
$36.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$35.1M
Q4 2025$36.6M
Q1 2026$32.9M
Q2 2026$33.9M
Q3 2026$31.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.2M88.8K——
Q2 2026$33.9M89.7K——
Q1 2026$32.9M106.1K——
Q4 2025$36.6M105.8K——
Q3 2025$35.1M106.3K——

Other funds holding AVGO

Other W.G. Shaheen & Associates DBA Whitney & Co positions

AAPL

APPLE INC

$192.5M
AAPL

APPLE INC

$170.1M
AAPL

APPLE INC

$154.9M
AAPL

APPLE INC

$145.1M
AAPL

APPLE INC

$140.6M
MSFT

MICROSOFT CORP

$73.1M
MSFT

MICROSOFT CORP

$60.8M
MSFT

MICROSOFT CORP

$56.8M
W.G. Shaheen & Associates DBA Whitney & Co AVGO Holdings: 13F Position History | Track13F