Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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 | 41,176 | +27,467 | +200.4% | 3.64% | $14.3M | $346.10 |
| 2025 Q3 | REDUCED | 13,709 | -29,688 | -68.4% | 3.48% | $14.1M | $329.28 |
| 2025 Q2 | ADDED | 43,397 | +402 | +0.9% | 3.28% | $12.0M | $274.65 |
| 2025 Q1 | REDUCED | 42,995 | -13,092 | -23.3% | 2.23% | $7.2M | $166.43 |
| 2024 Q4 | ADDED | 56,087 | +315 | +0.6% | 3.90% | $13.0M | $229.76 |
| 2024 Q3 | ADDED | 55,772 | +49,024 | +726.5% | 3.07% | $9.6M | $170.50 |
| 2024 Q2 | ADDED | 6,748 | +53 | +0.8% | 3.79% | $10.8M | $158.17 |
| 2024 Q1 | REDUCED | 6,695 | -759 | -10.2% | 3.23% | $8.9M | $130.16 |
| 2023 Q4 | ADDED | 7,454 | +304 | +4.3% | 3.57% | $8.3M | $109.16 |
| 2023 Q3 | ADDED | 7,150 | +190 | +2.7% | 4.44% | $5.9M | $80.85 |
As of 2025 Q4 — sorted by position size