Ownership history in Corient Private Wealth LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth 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 | ADDED | 6,179,908 | +2,539,849 | +69.8% | 1.69% | $1.27B | $346.10 |
| 2025 Q3 | REDUCED | 3,640,059 | -236,674 | -6.1% | 1.89% | $1.20B | $329.28 |
| 2025 Q2 | ADDED | 3,876,733 | +108,029 | +2.9% | 1.13% | $1.07B | $274.65 |
| 2025 Q1 | REDUCED | 3,768,704 | -89,397 | -2.3% | 1.03% | $631.0M | $166.43 |
| 2024 Q4 | ADDED | 3,858,101 | +59,160 | +1.6% | 1.48% | $890.9M | $229.76 |
| 2024 Q3 | ADDED | 3,798,941 | +3,425,023 | +916.0% | 1.02% | $655.3M | $170.50 |
| 2024 Q2 | ADDED | 373,918 | +11,873 | +3.3% | 1.05% | $600.4M | $158.17 |
| 2024 Q1 | ADDED | 362,045 | +5,241 | +1.5% | 0.85% | $479.9M | $130.16 |
| 2023 Q4 | ADDED | 356,804 | +28,094 | +8.5% | 0.73% | $398.3M | $109.16 |
| 2023 Q3 | REDUCED | 328,710 | -8,427 | -2.5% | 0.63% | $273.1M | $80.85 |
As of 2025 Q4 — sorted by position size