AVGO BROADCOM INC

Ownership history in Optas, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Optas, 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
1.85% (2025 Q3)
Avg. % of fund
0.84%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,511 +404 +1.2% 1.81% $11.6M $346.10
2025 Q3 REDUCED 33,107 -402 -1.2% 1.85% $10.9M $329.28
2025 Q2 ADDED 33,509 +2,655 +8.6% 1.76% $9.2M $274.65
2025 Q1 ADDED 30,854 +500 +1.6% 0.90% $5.2M $166.43
2024 Q4 ADDED 30,354 +264 +0.9% 1.52% $7.0M $229.76
2024 Q3 ADDED 30,090 +27,136 +918.6% 1.19% $5.2M $170.50
2024 Q2 ADDED 2,954 +33 +1.1% 1.22% $4.7M $158.17
2024 Q1 REDUCED 2,921 -185 -6.0% 1.06% $3.9M $130.16
2023 Q4 ADDED 3,106 +20 +0.6% 1.04% $3.5M $109.16
2023 Q3 ADDED 3,086 +3 +0.1% 0.85% $2.6M $80.85
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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