Ownership history in NewEdge Wealth, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which NewEdge 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 | 469,277 | +74,569 | +18.9% | 1.83% | $162.4M | $346.10 |
| 2025 Q3 | REDUCED | 394,708 | -31,419 | -7.4% | 2.03% | $141.7M | $329.28 |
| 2025 Q2 | ADDED | 426,127 | +55,739 | +15.0% | 2.03% | $129.4M | $274.65 |
| 2025 Q1 | REDUCED | 370,388 | -58,249 | -13.6% | 1.12% | $62.0M | $166.43 |
| 2024 Q4 | ADDED | 428,637 | +25,296 | +6.3% | 1.72% | $99.4M | $229.76 |
| 2024 Q3 | ADDED | 403,341 | +368,503 | +1057.8% | 1.26% | $69.6M | $170.50 |
| 2024 Q2 | REDUCED | 34,838 | -16,086 | -31.6% | 1.21% | $55.9M | $158.17 |
| 2024 Q1 | ADDED | 50,924 | +3,857 | +8.2% | 1.41% | $63.1M | $130.16 |
| 2023 Q4 | ADDED | 47,067 | +2,778 | +6.3% | 1.34% | $52.5M | $109.16 |
| 2023 Q3 | ADDED | 44,289 | +3,156 | +7.7% | 1.17% | $36.8M | $80.85 |
As of 2025 Q4 — sorted by position size