Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC 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 | REDUCED | 93,097 | -124 | -0.1% | 1.19% | $32.2M | $346.10 |
| 2025 Q3 | REDUCED | 93,221 | -1,124 | -1.2% | 1.22% | $30.8M | $329.28 |
| 2025 Q2 | ADDED | 94,345 | +7,143 | +8.2% | 1.17% | $26.0M | $274.65 |
| 2025 Q1 | ADDED | 87,202 | +2,886 | +3.4% | 0.80% | $14.6M | $166.43 |
| 2024 Q4 | ADDED | 84,316 | +3,857 | +4.8% | 1.10% | $19.5M | $229.76 |
| 2024 Q3 | REDUCED | 80,459 | -766 | -0.9% | 0.88% | $13.9M | $170.50 |
| 2024 Q2 | ADDED | 81,225 | +73,048 | +893.3% | 0.87% | $13.1M | $158.17 |
| 2024 Q1 | UNCHANGED | 8,177 | — | 0% | 0.84% | $9.1M | $130.16 |
| 2023 Q4 | ADDED | 8,177 | +183 | +2.3% | 0.84% | $9.1M | $109.16 |
| 2023 Q3 | ADDED | 7,994 | +440 | +5.8% | 0.70% | $6.6M | $80.85 |
As of 2025 Q4 — sorted by position size