Ownership history in Compass Wealth Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 90,511 | -6,007 | -6.2% | 7.81% | $31.3M | $345.38 |
| 2025 Q3 | REDUCED | 96,518 | -14,296 | -12.9% | 7.11% | $31.8M | $328.59 |
| 2025 Q2 | REDUCED | 110,814 | -1,758 | -1.6% | 7.27% | $30.5M | $274.08 |
| 2025 Q1 | REDUCED | 112,572 | -15,560 | -12.1% | 4.81% | $18.8M | $166.08 |
| 2024 Q4 | REDUCED | 128,132 | -1,850 | -1.4% | 7.15% | $29.7M | $229.28 |
| 2024 Q3 | ADDED | 129,982 | +116,056 | +833.4% | 5.28% | $22.4M | $170.14 |
| 2024 Q2 | REDUCED | 13,926 | -232 | -1.6% | 5.52% | $22.4M | $157.84 |
| 2024 Q1 | REDUCED | 14,158 | -1,113 | -7.3% | 4.70% | $18.8M | $129.89 |
| 2023 Q4 | ADDED | 15,271 | +455 | +3.1% | 4.76% | $17.0M | $108.93 |
| 2023 Q3 | REDUCED | 14,816 | -1,593 | -9.7% | 3.86% | $12.3M | $80.68 |
As of 2025 Q4 — sorted by position size