Ownership history in Concentrum Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which Concentrum Wealth Management reported a position in BROADCOM INC COM (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 | ADDED | 7,661 | +1,758 | +29.8% | 0.74% | $2.7M | $346.10 |
| 2025 Q3 | ADDED | 5,903 | +717 | +13.8% | 0.56% | $1.9M | $329.28 |
| 2025 Q2 | ADDED | 5,186 | +163 | +3.2% | 0.45% | $1.4M | $274.65 |
| 2025 Q1 | ADDED | 5,023 | +1,560 | +45.0% | 0.31% | $841K | $166.43 |
| 2024 Q4 | ADDED | 3,463 | +408 | +13.4% | 0.28% | $803K | $229.76 |
| 2024 Q3 | ADDED | 3,055 | +2,814 | +1167.6% | 0.21% | $527K | $170.50 |
| 2024 Q2 | ADDED | 241 | +72 | +42.6% | 0.16% | $387K | $158.17 |
| 2024 Q1 | INITIATED | 169 | — | — | 0.10% | $224K | — |
As of 2025 Q4 — sorted by position size