AVGO BROADCOM INC

Ownership history in EVEXIA WEALTH LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which EVEXIA 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.

Peak position
5.57% (2025 Q2)
Avg. % of fund
4.21%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 49,214 -1,520 -3.0% 4.67% $16.7M $346.10
2025 Q3 REDUCED 50,734 -11,824 -18.9% 5.42% $18.1M $329.28
2025 Q2 ADDED 62,558 +1,066 +1.7% 5.57% $17.7M $274.65
2025 Q1 REDUCED 61,492 -357 -0.6% 4.14% $11.4M $166.43
2024 Q4 REDUCED 61,849 -2,437 -3.8% 4.71% $13.9M $229.76
2024 Q3 REDUCED 64,286 -3,225 -4.8% 3.99% $11.3M $170.50
2024 Q2 ADDED 67,511 +60,624 +880.3% 4.08% $10.9M $158.17
2024 Q1 ADDED 6,887 +863 +14.3% 3.81% $9.3M $130.16
2023 Q4 ADDED 6,024 +46 +0.8% 3.12% $7.4M $109.16
2023 Q3 INITIATED 5,978 2.57% $5.1M
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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