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Broadcom shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Broadcom

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All positions including Broadcom held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $142k 107 1325.41
2023-12-31 $131k 117 1116.25
2023-09-30 $85k 102 830.58
2023-06-30 $65k 75 867.43
2023-03-31 $37k 58 641.53
2022-12-31 $32k 58 559.14
2022-09-30 $28k 63 444.44
2022-06-30 $28k 58 482.76
2022-03-31 $34k 54 629.63
2021-12-31 $25k 37 675.68

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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