AVGO BROADCOM INC

Ownership history in Prentice Wealth Management LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management 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
0.83% (2025 Q3)
Avg. % of fund
0.39%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,088 -99 -1.0% 0.80% $3.5M $346.10
2025 Q3 REDUCED 10,187 -575 -5.3% 0.83% $3.4M $329.28
2025 Q2 REDUCED 10,762 -524 -4.6% 0.78% $3.0M $274.65
2025 Q1 ADDED 11,286 +4,784 +73.6% 0.55% $1.9M $166.43
2024 Q4 ADDED 6,502 +143 +2.2% 0.44% $1.5M $229.76
2024 Q3 ADDED 6,359 +5,649 +795.6% 0.33% $1.1M $170.50
2024 Q2 ADDED 710 +106 +17.5% 0.37% $1.1M $158.17
2024 Q1 ADDED 604 +29 +5.0% 0.28% $801K $130.16
2023 Q4 ADDED 575 +28 +5.1% 0.25% $642K $109.16
2023 Q3 ADDED 547 +5 +0.9% 0.21% $454K $80.85
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% of Fund (quarterly)    AVGO price (monthly, adj. close)
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