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Broadcom shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Broadcom

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All positions including Broadcom held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 1.3k 1325.41
2023-12-31 $1.4M 1.2k 1116.25
2023-09-30 $1.0M 1.2k 830.58
2023-06-30 $1.1M 1.2k 867.43
2023-03-31 $781k 1.2k 641.54
2022-12-31 $691k 1.2k 559.13
2022-09-30 $554k 1.2k 443.91
2022-06-30 $614k 1.3k 485.38
2022-03-31 $773k 1.2k 629.48
2021-12-31 $816k 1.2k 665.58
2021-09-30 $605k 1.2k 485.16
2021-06-30 $598k 1.2k 485.78
2021-03-31 $606k 1.3k 462.95
2020-12-31 $546k 1.2k 437.85
2020-09-30 $400k 1.1k 364.63
2020-06-30 $323k 1.0k 315.74
2019-12-31 $258k 818 315.40