Ownership history in Quantum Private Wealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Quantum Private 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 | REDUCED | 43,334 | -634 | -1.4% | 4.38% | $15.0M | $345.38 |
| 2025 Q3 | ADDED | 43,968 | +584 | +1.3% | 4.24% | $14.5M | $328.59 |
| 2025 Q2 | ADDED | 43,384 | +1,282 | +3.0% | 3.87% | $12.0M | $274.08 |
| 2025 Q1 | REDUCED | 42,102 | -1,753 | -4.0% | 2.67% | $7.0M | $166.08 |
| 2024 Q4 | ADDED | 43,855 | +2,375 | +5.7% | 3.25% | $10.2M | $229.28 |
| 2024 Q3 | ADDED | 41,480 | +37,330 | +899.5% | 2.42% | $7.2M | $170.14 |
| 2024 Q2 | UNCHANGED | 4,150 | — | 0% | 2.36% | $6.7M | $157.84 |
| 2024 Q1 | REDUCED | 4,150 | -2 | -0.0% | 2.04% | $5.5M | $129.89 |
| 2023 Q4 | REDUCED | 4,152 | -459 | -10.0% | 1.94% | $4.6M | $108.93 |
| 2023 Q3 | ADDED | 4,611 | +523 | +12.8% | 1.83% | $3.8M | $80.68 |
As of 2025 Q4 — sorted by position size