Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which DEFINED 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 | ADDED | 12,050 | +27 | +0.2% | 2.40% | $4.2M | $346.10 |
| 2025 Q3 | ADDED | 12,023 | +168 | +1.4% | 2.30% | $4.0M | $329.28 |
| 2025 Q2 | ADDED | 11,855 | +98 | +0.8% | 2.02% | $3.3M | $274.65 |
| 2025 Q1 | REDUCED | 11,757 | -955 | -7.5% | 1.32% | $2.0M | $166.43 |
| 2024 Q4 | ADDED | 12,712 | +47 | +0.4% | 1.95% | $2.9M | $229.76 |
| 2024 Q3 | ADDED | 12,665 | +11,415 | +913.2% | 1.42% | $2.2M | $170.50 |
| 2024 Q2 | ADDED | 1,250 | +11 | +0.9% | 1.40% | $2.0M | $158.17 |
| 2024 Q1 | REDUCED | 1,239 | -24 | -1.9% | 1.18% | $1.6M | $130.16 |
| 2023 Q4 | REDUCED | 1,263 | -7 | -0.6% | 1.08% | $1.4M | $109.16 |
| 2023 Q3 | ADDED | 1,270 | +10 | +0.8% | 0.90% | $1.1M | $80.85 |
As of 2025 Q4 — sorted by position size